Grundläggande statistik
Institutionella ägare | 1843 total, 1837 long only, 1 short only, 5 long/short - change of 6,70% MRQ |
Genomsnittlig portföljallokering | 0.6264 % - change of 9,97% MRQ |
Institutionella aktier (lång) | 54 036 344 (ex 13D/G) - change of 5,05MM shares 10,32% MRQ |
Institutionellt värde (lång) | $ 31 629 152 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) har 1843 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 54,040,130 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, UBS Group AG, Proficio Capital Partners LLC, Wells Fargo & Company/mn, Laurel Wealth Advisors LLC, LPL Financial LLC, Kingstone Capital Partners Texas, LLC, and Raymond James Financial Inc .
Vanguard World Fund - Vanguard Information Technology ETF (ARCA:VGT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 741,17 / share. Previously, on September 23, 2024, the share price was 577,42 / share. This represents an increase of 28,36% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Wealth Alliance | 683 | 0,00 | 453 | 22,43 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 15 083 | −20,23 | 10 004 | −2,45 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 631 | 22,29 | 0 | |||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Financial Life Advisors | 892 | 0,00 | 592 | 22,36 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 999 | 0,10 | 662 | 22,37 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 20 383 | −1,03 | 13 519 | 21,03 | ||||
2025-04-23 | 13F | Sabal Trust CO | 12 043 | 0,53 | 6 532 | −12,32 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 860 | 17,85 | 5 877 | 43,98 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 50 137 | 22,62 | 33 256 | 45,99 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 928 | 0,00 | 1 942 | 22,29 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 1 873 | 38,64 | 1 243 | 69,67 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 429 | 0,00 | 285 | 22,41 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 334 | 222 | ||||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 24 | 0,00 | 16 | 15,38 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 675 | −39,95 | 447 | −26,60 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 504 | 0,00 | 334 | 22,34 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 482 | 22,44 | 19 555 | 49,74 | ||||
2025-08-07 | 13F | Davis R M Inc | 3 151 | 42,06 | 2 090 | 73,79 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 5 023 | −2,66 | 3 331 | 19,05 | ||||
2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 669 | 416 | ||||||
2025-08-12 | 13F | Sfmg, Llc | 712 | 0,00 | 472 | 22,28 | ||||
2025-08-12 | 13F | Martin Worley Group | 594 | 4,03 | 394 | 27,51 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 029 | 0,10 | 682 | 22,44 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3 033 | −1,33 | 2 012 | 20,64 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 187 | 0,00 | 124 | 22,77 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 342 | 0,00 | 1 553 | 36,59 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 922 | 1,43 | 612 | 23,94 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 1 034 | −4,52 | 686 | 16,70 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 6 555 | 7,35 | 4 348 | 31,29 | ||||
2025-07-08 | 13F | Beacon Wealthcare LLC | 397 | 6,43 | 263 | 30,20 | ||||
2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 28 | 19 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 184 | 0,00 | 122 | 23,23 | ||||
2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 1 650 | −48,57 | 987 | −50,55 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 460 | 223,01 | 968 | 295,10 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 1 649 | 0,00 | 1 094 | 22,26 | ||||
2025-07-15 | 13F | McAdam, LLC | 5 476 | 2,22 | 3 632 | 25,03 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 768 | 0,00 | 509 | 22,36 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 786 | 1,29 | 521 | 24,05 | ||||
2025-07-15 | 13F | Optima Capital Llc | 885 | −40,08 | 587 | −26,72 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 378 | 0,27 | 250 | 22,55 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 781 415 | 48,66 | 518 297 | 81,80 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 5 172 | 2,54 | 3 430 | 25,41 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 1 205 | −65,15 | 799 | −57,39 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 41 475 | −12,93 | 27 510 | 6,48 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 4 614 | 0,85 | 3 061 | 23,34 | ||||
2025-08-12 | 13F | Bokf, Na | 17 623 | −2,30 | 11 689 | 19,47 | ||||
2025-07-11 | 13F | Ttp Investments, Inc. | 2 716 | 0,00 | 1 802 | 22,27 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 6 124 | 0,79 | 4 062 | 23,25 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 2 697 | −12,92 | 1 789 | 6,49 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 203 | 0,00 | 135 | 21,82 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 842 | −17,14 | 1 222 | 1,33 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 472 | −0,42 | 313 | 21,40 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 22 385 | 49,75 | 14 848 | 83,14 | ||||
2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 1 106 | 0,27 | 734 | 22,58 | ||||
2025-08-14 | 13F | Vista Investment Management | 12 333 | −0,27 | 8 180 | 21,97 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 1 190 | 1,71 | 789 | 24,45 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 3 963 | −87,94 | 2 627 | 29,03 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 19 690 | −6,08 | 13 060 | 14,84 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 1 027 | −0,68 | 681 | 21,61 | ||||
2025-07-31 | 13F | Carrera Capital Advisors | 350 | 232 | ||||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 074 | 62,70 | 2 702 | 99,12 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 1 122 | 0,00 | 744 | 22,37 | ||||
2025-08-15 | 13F | Keel Point, LLC | 861 | −0,12 | 571 | 22,27 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8 051 | 79,67 | 5 340 | 119,75 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 2 852 | 0,00 | 1 892 | 22,32 | ||||
2025-07-28 | 13F | Copia Wealth Management | 34 | 0,00 | 23 | 22,22 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 531 | 0,00 | 352 | 22,65 | ||||
2025-08-13 | 13F | Kilter Group LLC | 56 | 37 | ||||||
2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 6 706 | −20,22 | 3 637 | −30,41 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 85 822 | −1,15 | 57 | 19,15 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 357 | −46,32 | 248 | −26,27 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 969 | −82,81 | 643 | −78,96 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 55 838 | −8,45 | 37 036 | 11,96 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 039 | −0,76 | 689 | 21,52 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 557 | 0,00 | 369 | 22,19 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 605 | 1,00 | 401 | 23,08 | ||||
2025-08-19 | 13F | Campbell Capital Management Inc | 325 | 216 | ||||||
2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 1 706 | 0,00 | 1 132 | 22,27 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 514 | 341 | ||||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 14 481 | −24,35 | 9 605 | −7,48 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 909 | 0,00 | 2 593 | 22,26 | ||||
2025-08-05 | 13F | Alexander Randolph Advisory Inc | 664 | 0,00 | 440 | 22,22 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-02 | 13F | Dentgroup LLC | 464 | 0,00 | 308 | 22,31 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 4 161 | 2 760 | ||||||
2025-08-12 | 13F | Fca Corp /tx | 22 356 | 0,37 | 14 828 | 22,75 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 499 | −15,57 | 271 | −26,43 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 9 313 | 2,16 | 6 | 50,00 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 3 170 | −12,58 | 2 103 | 6,92 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 4 352 | 80,58 | 2 886 | 120,98 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 3 275 | 0,00 | 2 172 | 22,30 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 884 | −0,05 | 1 250 | 22,21 | ||||
2025-05-12 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Elevatus Welath Management | 2 297 | 0,00 | 1 524 | 22,33 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 1 003 | 18,84 | 665 | 45,30 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 60 | 0,00 | 40 | 21,88 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 636 | 422 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 1 117 | 0,81 | 741 | 23,13 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 5 044 | −2,55 | 3 346 | 19,17 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 329 | 218 | ||||||
2025-07-15 | 13F | tru Independence LLC | 3 812 | 0,11 | 2 528 | 22,42 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 841 | −1,18 | 557 | 20,82 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 421 | −31,54 | 280 | −16,22 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 5 007 | 7,58 | 3 321 | 31,54 | ||||
2025-07-16 | 13F | Rezny Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 7 585 | −49,57 | 4 539 | −51,50 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 206 | 54,06 | 10 086 | 88,42 | ||||
2025-07-21 | 13F | Hilltop National Bank | 111 | −26,49 | 74 | −21,51 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 127 | −29,83 | 84 | −14,29 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 130 770 | 15,73 | 86 737 | 41,52 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 392 | −13,27 | 260 | 6,12 | ||||
2025-07-17 | 13F | Coastline Trust Co | 55 | 0,00 | 36 | 24,14 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 224 | 0,00 | 147 | 20,66 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 638 | 0,00 | 423 | 22,25 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 134 | 3,92 | 4 732 | 27,10 | ||||
2025-08-01 | 13F | Jericho Financial, Llp | 635 | 1,44 | 421 | 24,19 | ||||
2025-08-14 | 13F | Df Dent & Co Inc | 572 | 0,00 | 379 | 22,26 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 200 | 0,00 | 133 | 12,82 | ||||
2025-07-18 | 13F | Ewa, Llc | 495 | 0,20 | 328 | 22,39 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 667 | −4,58 | 443 | 16,62 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 8 419 | −10,57 | 5 584 | 9,38 | ||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 465 | 0,00 | 309 | 22,22 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 071 | −4,46 | 710 | 16,78 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 3 149 | −0,28 | 2 089 | 21,96 | ||||
2025-08-12 | 13F | Heritage Trust Co | 1 627 | 75,51 | 1 079 | 114,94 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 571 | 0,00 | 1 042 | 22,30 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 735 | 299,46 | 487 | 387,00 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 437 | 0,00 | 290 | 21,94 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 557 | −4,95 | 369 | 16,40 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB | 295 100 | −1,44 | 195 734 | 20,53 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 1 024 | 0,00 | 679 | 22,34 | ||||
2025-07-17 | 13F | Sfm, Llc | 413 | 0,00 | 274 | 21,88 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 315 | 209 | ||||||
2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 888 | −50,39 | 589 | −39,28 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 604 | 401 | ||||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 341 | 226 | ||||||
2025-05-07 | 13F | Magnolia Wealth Management, LLC | 17 850 | 2,56 | 9 682 | −10,54 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 4 136 | −50,29 | 2 743 | −39,21 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 163 | 0,00 | 108 | 22,73 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 503 | 334 | ||||||
2025-04-14 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 68 | 0,00 | 45 | 25,00 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 072 | 0,00 | 1 374 | 22,35 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 472 | 286,39 | 4 292 | 372,69 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 1 317 | 0,00 | 874 | 22,27 | ||||
2025-07-29 | 13F | Financial Advisors, LLC | 600 | 0,00 | 398 | 22,15 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Founders Capital Management | 27 | 0,00 | 18 | 21,43 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 56 | 0,00 | 37 | 23,33 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 733 | −10,17 | 486 | 9,95 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 2 095 | −12,53 | 1 | 0,00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 178 | 0,00 | 118 | 22,92 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 59 220 | −0,03 | 39 279 | 22,25 | ||||
2025-08-12 | 13F | MAI Capital Management | 76 223 | −1,43 | 50 557 | 20,54 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 125 | 0,00 | 83 | 22,39 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 270 | 3,34 | 4 822 | 26,40 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 1 818 | 0,00 | 1 206 | 22,31 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 68 | −30,61 | 45 | −16,98 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 844 | 560 | ||||||
2025-07-16 | 13F | West Branch Capital LLC | 167 | −5,65 | 111 | 14,58 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 450 | 0,00 | 299 | 22,13 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 2 458 | 5,27 | 1 630 | 28,75 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 26 142 | 0,05 | 17 340 | 18,73 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 735 199 | 3,46 | 487 901 | 26,61 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 2 147 | 2,87 | 1 424 | 25,71 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 8 636 | −0,18 | 6 | 25,00 | ||||
2025-08-14 | 13F | Scientech Research LLC | 642 | −26,38 | 426 | −9,96 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 1 241 | 1,89 | 824 | 24,70 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 312 | 207 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 617 | −14,70 | 4 389 | 4,30 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 310 | 206 | ||||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 3 756 | −0,45 | 2 491 | 21,75 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 5 068 | 0,00 | 3 | 50,00 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 740 | 0,00 | 491 | 22,19 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 2 758 | −7,45 | 1 829 | 13,18 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 545 | 1,11 | 361 | 23,63 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 44 | 31 | ||||||
2025-08-06 | 13F | Bensler, LLC | 1 587 | 0,19 | 1 052 | 22,47 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 72 | 48 | ||||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 38 242 | −0,19 | 25 365 | 22,06 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 566 | 0,00 | 376 | 22,55 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 100 | 0,00 | 66 | 22,22 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 348 | 12,33 | 6 863 | 37,37 | ||||
2025-07-16 | 13F | Rebalance, Llc | 358 | −7,01 | 238 | 13,40 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 8 885 | −1,82 | 5 893 | 20,07 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 471 | 0,00 | 313 | 22,35 | ||||
2025-08-06 | 13F | Twin Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 364 | 2,52 | 1 569 | 25,42 | ||||
2025-08-14 | 13F | Family Office Research LLC | 1 916 | 82,82 | 1 271 | 123,77 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 723 | 0,00 | 392 | −12,69 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 436 | 289 | ||||||
2025-08-01 | 13F | Facet Wealth, Inc. | 531 | −2,57 | 367 | 19,22 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 2 784 | 2 239,50 | 1 847 | 2 784,38 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 37 | 0,00 | 25 | 20,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 062 | 23,33 | 1 456 | 58,95 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 388 | 0,00 | 257 | 22,38 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 430 | 0,00 | 285 | 22,32 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 648 | 0,42 | 1 756 | 22,63 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 201 | 133 | ||||||
2025-07-29 | 13F | May Barnhard Investments LLC | 1 087 | −3,98 | 722 | 17,43 | ||||
2025-08-05 | 13F | Marion Wealth Management | 7 738 | 1,96 | 5 133 | 24,68 | ||||
2025-08-06 | 13F | Fairway Financial, LLC | 9 041 | 2,70 | 5 997 | 25,60 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 150 | 2,48 | 9 387 | 25,33 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 8 232 | 9,31 | 5 460 | 33,67 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 2 144 | −10,18 | 1 422 | 9,89 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 1 039 | 689 | ||||||
2025-08-14 | 13F | Objective Capital Management, LLC | 668 | 0,15 | 443 | 22,44 | ||||
2025-08-08 | 13F | Parker Investment Management, LLC | 6 358 | −8,68 | 4 218 | 11,68 | ||||
2025-07-17 | 13F | City Holding Co | 105 | 0,00 | 70 | 23,21 | ||||
2025-08-14 | 13F | Colony Group, LLC | 41 097 | 17,91 | 27 260 | 44,19 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 450 | 25,00 | 298 | 33,63 | ||||
2025-08-12 | 13F | Soundwatch Capital LLC | 873 | 0,00 | 573 | 21,14 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 843 | 136,13 | 1 886 | 189,11 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 2 468 | 0,45 | 1 637 | 22,82 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 1 377 | −0,07 | 932 | 30,03 | ||||
2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 178 | 8,87 | 794 | 35,49 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 632 | 0,00 | 419 | 22,51 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 41 451 | 14,81 | 27 494 | 40,41 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1 087 | 0,00 | 721 | 22,24 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 4 413 | 1,49 | 2 927 | 24,13 | ||||
2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 4 218 | −46,92 | 2 524 | −48,95 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17 715 | 1,06 | 11 750 | 23,59 | ||||
2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 461 | −17,83 | 338 | 11,18 | ||||
2025-08-14 | 13F | Systematic Alpha Investments, LLC | 82 300 | 0,00 | 54 588 | 22,29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 66 217 | 0,75 | 43 920 | 23,22 | ||||
2025-08-12 | 13F | Belmont Capital, LLC | 1 080 | 0,00 | 716 | 22,39 | ||||
2025-07-21 | 13F | Trinity Legacy Partners, LLC | 8 524 | −0,98 | 5 788 | 9,98 | ||||
2025-05-05 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Manhattan West Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Intellus Advisors LLC | 337 | 224 | ||||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1 211 | 0,00 | 803 | 18,79 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 25 630 | −0,71 | 17 000 | 21,42 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 3 175 | 0,00 | 2 106 | 22,24 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 401 | 0,00 | 266 | 22,12 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 1 800 | 0,00 | 1 194 | 22,23 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 669 | −0,06 | 1 107 | 22,32 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 10 | 0,00 | 7 | 20,00 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 6 193 | −3,55 | 3 359 | −15,86 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 1 174 | 4,45 | 784 | 30,88 | ||||
2025-07-11 | 13F | First PREMIER Bank | 17 877 | −2,29 | 12 | 22,22 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 757 | −14,27 | 502 | 5,02 | ||||
2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 311 | 211 | ||||||
2025-08-13 | 13F | Plan Group Financial, LLC | 436 | 289 | ||||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 616 | 0,00 | 409 | 22,16 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 450 | 3,93 | 298 | 27,35 | ||||
2025-08-12 | 13F | Associated Banc-corp | 6 564 | −1,47 | 4 354 | 20,48 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 730 | 1,25 | 484 | 8,04 | ||||
2025-07-31 | 13F | Peterson Wealth Services | 135 | 0,00 | 90 | 21,92 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 36 | 0,00 | 24 | 21,05 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Keb Asset Management, Llc | 497 | 0,00 | 330 | 22,30 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 370 | 0,00 | 245 | 22,50 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 5 887 | 3 905 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 553 | 13,69 | 1 030 | 39,19 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 422 | 0,00 | 280 | 22,37 | ||||
2025-08-12 | 13F | Main Management LLC | 14 110 | 270,34 | 9 | 350,00 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 1 177 | 0,17 | 781 | 22,45 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 1 302 | −0,76 | 863 | 25,62 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 5 233 | 8,12 | 3 508 | 33,38 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 60 | 40 | ||||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 496 | 0,00 | 329 | 21,93 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 571 | −0,98 | 14 308 | 21,09 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 314 | 0,00 | 208 | 22,35 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 910 | 3,00 | 49 686 | 25,97 | ||||
2025-08-06 | 13F | Agf Management Ltd | 103 220 | −0,72 | 68 464 | 21,41 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 23 605 | 2,01 | 15 657 | 24,76 | ||||
2025-07-31 | 13F/A | Avion Wealth | 324 | 5 300,00 | 0 | |||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7 456 | 25,92 | 4 946 | 54,00 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 49 | 0,00 | 33 | 23,08 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 316 | −8,14 | 210 | 12,37 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 920 | 0,00 | 610 | 22,49 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 209 | 14,10 | 1 465 | 39,66 | ||||
2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 1 283 | −48,62 | 768 | −50,61 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 1 056 | 0,00 | 701 | 22,38 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 317 532 | −1,13 | 210 613 | 20,91 | ||||
2025-07-11 | 13F | Bell Bank | 1 281 | 0,00 | 850 | 22,33 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 933 | 0,00 | 1 945 | 22,33 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 006 | 2,69 | 35 158 | 25,58 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 610 | 0,00 | 405 | 22,42 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 166 | −7,75 | 802 | 22,10 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 1 998 | −16,85 | 1 325 | 1,69 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 3 223 | 13,93 | 2 138 | 39,31 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 235 | −0,42 | 156 | 21,09 | ||||
2025-05-15 | 13F | McGowan Group Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | New Insight Wealth Advisors | 14 738 | −2,13 | 9 775 | 19,69 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 457 | 0 | ||||||
2025-08-13 | 13F | ESG Planning | 11 511 | −5,20 | 7 635 | 15,95 | ||||
2025-08-12 | 13F | Change Path, LLC | 8 310 | −3,84 | 5 512 | 17,58 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 824 | 22,37 | 2 536 | 49,70 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 435 | 3,82 | 289 | 26,87 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 685 276 | 454 530 | ||||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 904 | 18,40 | 4 579 | 44,81 | ||||
2025-04-09 | 13F | Selway Asset Management | 1 750 | 2,94 | 949 | −10,22 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 4 377 | −7,07 | 2 903 | 13,66 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 379 | −85,67 | 251 | −82,50 | ||||
2025-07-30 | 13F | Whittier Trust Co | 4 798 | −1,96 | 3 182 | 19,89 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 430 | −33,85 | 285 | −19,03 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 600 | 20,00 | 398 | 46,49 | ||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 564 | 29,66 | 374 | 59,15 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 231 | −0,15 | 2 143 | 22,11 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 669 | 2,45 | 363 | −10,62 | ||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 1 030 | 0,00 | 683 | 22,40 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 4 482 | 6,87 | 2 973 | 30,69 | ||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 324 | 215 | ||||||
2025-07-10 | 13F | IMPACTfolio, LLC | 349 | 231 | ||||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 218 | 0,00 | 0 | |||||
2025-07-21 | 13F | F&V Capital Management, LLC | 500 | 0,00 | 0 | |||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 7 300 | −6,41 | 4 842 | 14,44 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 7 080 | −0,35 | 4 696 | 21,88 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 340 | 226 | ||||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 741 | −0,40 | 491 | 21,84 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 600 | 398 | ||||||
2025-08-07 | 13F | Vise Technologies, Inc. | 2 271 | 36,31 | 1 506 | 45,51 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 4 497 | 11,01 | 2 983 | 35,73 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 103 | 0,00 | 68 | 23,64 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 342 | 227 | ||||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 1 951 | 0,00 | 1 294 | 22,31 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 571 | 0,00 | 379 | 22,33 | ||||
2025-05-15 | 13F | Texas Bank & Trust Co | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80 558 | 33,09 | 54 298 | 65,40 | ||||
2025-07-25 | 13F | JustInvest LLC | 1 218 | 15,56 | 808 | 41,33 | ||||
2025-07-16 | 13F | Plancorp, LLC | 2 250 | 20,45 | 1 492 | 47,29 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 583 | 0,00 | 387 | 22,15 | ||||
2025-07-10 | 13F | Rockland Trust Co | 1 828 | −0,27 | 1 212 | 21,93 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 14 922 | 3,31 | 9 897 | 26,33 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 2 016 | 0,00 | 1 337 | 22,32 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 8 | 5 | ||||||
2025-08-08 | 13F | Union Savings Bank | 3 019 | 17,02 | 2 084 | 48,96 | ||||
2025-08-14 | 13F | Tandem Wealth Advisors LLC | 13 562 | 185,70 | 8 995 | 249,32 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 | −96,94 | 2 | −98,11 | ||||
2025-07-17 | 13F | RBA Wealth Management, LLC | 5 119 | −0,19 | 3 395 | 22,08 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 82 427 | 5,08 | 54 672 | 28,51 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 981 | 43,00 | 651 | 74,73 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 727 | 30,76 | 482 | 60,13 | ||||
2025-04-15 | 13F | Members Wealth Llc | 630 | −4,40 | 342 | −17,43 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 12 804 | −8,19 | 8 493 | 12,27 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 501 | −0,74 | 9 618 | 21,39 | ||||
2025-08-04 | 13F | Assetmark, Inc | 66 532 | 12,68 | 44 129 | 37,80 | ||||
2025-07-31 | 13F | Allied Investment Advisors, LLC | 1 966 | −10,11 | 1 304 | 9,95 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 1 769 | 140,35 | 1 173 | 193,98 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 699 | 501,17 | 5 770 | 635,84 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 338 | 3,99 | 2 214 | 27,11 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 532 384 | 2,03 | 1 016 399 | 24,77 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 32 | 0,00 | 22 | 23,53 | ||||
2025-04-21 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 1 873 | 5,94 | 1 242 | 13,01 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 2 785 | 504,12 | 1 847 | 638,80 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 255 | −0,95 | 832 | 21,11 | ||||
2025-08-12 | 13F | Tableaux Llc | 7 048 | 445 | ||||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 392 | 0,00 | 1 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 13 535 | 20,25 | 9 009 | 47,45 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 4 505 | −0,62 | 2 988 | 21,56 | ||||
2025-07-21 | 13F | Portfolio Strategies, Inc. | 42 072 | −1,59 | 27 893 | 20,29 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 29 | 0,00 | 19 | 26,67 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4 782 | 2,07 | 3 172 | 24,84 | ||||
2025-08-14 | 13F | Apriem Advisors | 363 | −26,96 | 241 | −11,11 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 11 466 | 0,00 | 7 605 | 22,31 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 11 137 | −0,18 | 7 387 | 22,08 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 737 | −4,09 | 1 152 | 22,58 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 767 | −16,27 | 509 | 2,42 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 3 738 | 8,13 | 2 479 | 32,21 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 572 | 0,00 | 1 043 | 22,30 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 7 452 | 37,26 | 4 943 | 67,87 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 388 | 1,84 | 257 | 24,76 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 2 395 | 184,78 | 1 589 | 248,25 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 28 602 | 3,60 | 18 971 | 26,47 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 451 | 0,02 | 3 785 | 28,09 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 895 | 0,00 | 594 | 18,60 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 6 425 | −0,65 | 4 262 | 21,50 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 21 238 | 14 087 | ||||||
2025-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 600 | 0,00 | 398 | 22,15 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 25 733 | −1,24 | 17 068 | 20,78 | ||||
2025-07-25 | 13F | Welch Group, LLC | 852 | 0,00 | 565 | 22,29 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 885 | 0,00 | 587 | 22,55 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 83 | 0,00 | 55 | 22,22 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 547 | 29,62 | 363 | 58,77 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 1 688 | −27,08 | 1 120 | −10,84 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 2 015 | −8,58 | 1 | 0,00 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 3 638 | 3,71 | 2 413 | 26,81 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 364 | 3,98 | 2 895 | 27,15 | ||||
2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 100 | 0,00 | 66 | 22,22 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 490 | 42,89 | 3 641 | 74,80 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 368 188 | 4,92 | 244 212 | 28,30 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 594 | 2 385 | ||||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8 015 | −3,57 | 5 316 | 17,92 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 560 | 0,00 | 371 | 22,44 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 506 | 0,00 | 336 | 22,26 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14 933 | −4,33 | 9 905 | 16,99 | ||||
2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 569 | −47,17 | 341 | −49,25 | ||||
2025-07-28 | 13F | Courier Capital Llc | 653 | 0,00 | 433 | 22,32 | ||||
2025-07-07 | 13F | First Community Trust Na | 53 | 0,00 | 35 | 25,00 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 19 | −47,22 | 11 | −54,55 | ||||
2025-07-16 | 13F | American National Bank | 164 | 173,33 | 109 | 237,50 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 464 | 0,82 | 1 634 | 23,41 | ||||
2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 269 | 236,25 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 24 409 | 10,62 | 16 190 | 35,27 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 037 | 5,39 | 8 647 | 28,89 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 447 | 0,00 | 0 | |||||
2025-07-29 | 13F | Values First Advisors, Inc. | 560 | 0,00 | 371 | 22,44 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 075 | 32,06 | 713 | 40,91 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 20 378 | −0,12 | 13 516 | 22,14 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-09 | 13F | Parkside Advisors LLC | 1 108 | 0,00 | 735 | 22,33 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 61 | 40 | ||||||
2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 4 400 | −46,09 | 2 633 | −48,15 | ||||
2025-07-15 | 13F | Define Financial, Llc | 455 | 0,22 | 301 | 27,54 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 910 | 2,91 | 7 236 | 25,84 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 257 863 | −0,13 | 171 034 | 22,13 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 101 | 0,00 | 67 | 22,22 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 369 | 245 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 19 080 | −3,15 | 12 656 | 18,45 | ||||
2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Atala Financial Inc | 536 | 60,48 | 356 | 96,13 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 328 | −3,28 | 2 207 | 18,27 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 68 | 0,00 | 45 | 25,00 | ||||
2025-04-14 | 13F | Wela Strategies, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 148 348 | −12,58 | 98 396 | −6,75 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 355 | 0 | ||||||
2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Wealth Architects, LLC | 419 | 0,96 | 278 | 23,56 | ||||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 413 | 0,00 | 274 | 22,32 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2 355 | −28,29 | 1 562 | −12,35 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 644 | 43,11 | 427 | 75,00 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 6 541 | 4,06 | 4 338 | 27,25 | ||||
2025-08-14 | 13F | Acas, Llc | 657 | 48,31 | 465 | 87,85 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 5 455 | 1,87 | 3 618 | 24,55 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 3 081 | 3,32 | 2 044 | 26,35 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 6 192 082 | 1,08 | 4 107 085 | 23,61 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 1 171 | −7,50 | 776 | 13,12 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 7 341 | −1,52 | 4 819 | 23,41 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 629 | −9,37 | 417 | 10,90 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | TFB Advisors LLC | 1 151 | 22,32 | 763 | 49,61 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 9 548 | 115,73 | 6 333 | 163,88 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 18 748 | −6,10 | 12 435 | 14,84 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 367 | 0,00 | 243 | 21,50 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 2 975 | −4,09 | 2 005 | 19,20 | ||||
2025-08-13 | 13F | Haverford Trust Co | 15 780 | 16,23 | 10 467 | 42,14 | ||||
2025-08-12 | 13F | MWA Asset Management | 552 | −0,36 | 366 | 22,00 | ||||
2025-08-14 | 13F | Comerica Bank | 78 035 | 4,16 | 51 759 | 27,37 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 2 741 | −3,04 | 1 818 | 18,53 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 404 | 0,00 | 268 | 21,92 | ||||
2025-07-14 | 13F | Financial Advisory Partners, Llc | 9 161 | 1,38 | 6 076 | 24,00 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 40 | 0,00 | 27 | 23,81 | ||||
2025-07-15 | 13F | Kwmg, Llc | 22 873 | 3,01 | 15 171 | 25,97 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 500 | −11,35 | 332 | 8,52 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 15 400 220 | −1,67 | 10 214 658 | 20,24 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 2 565 | 0,00 | 1 701 | 22,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 223 | 15,44 | 104 | 41,10 | ||||
2025-07-11 | 13F | Bridge Creek Capital Management LLC | 568 | 5,77 | 377 | 29,21 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 697 | 0,00 | 462 | 22,22 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 338 | −10,75 | 4 867 | 9,15 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 304 | 202 | ||||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 1 099 | −5,50 | 729 | 15,71 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 23 | 0,00 | 15 | 25,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 414 | 5,24 | 5 080 | 27,77 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 29 508 | −11,45 | 19 572 | 8,29 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 36 902 | 7,62 | 24 476 | 31,61 | ||||
2025-08-05 | 13F | Sheridan Capital Management, LLC | 10 209 | −1,09 | 6 772 | 20,98 | ||||
2025-07-15 | 13F | Retireful, LLC | 2 843 | −75,27 | 1 886 | −59,45 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 583 | 316 | ||||||
2025-07-30 | 13F | Sonata Capital Group Inc | 1 005 | 5,90 | 1 | |||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 7 087 | 543,69 | 3 487 | 484,09 | ||||
2025-07-17 | 13F | XML Financial, LLC | 36 230 | 2,88 | 24 031 | 25,80 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 248 | 16,98 | 165 | 43,86 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 450 | −39,98 | 1 625 | −26,57 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 16 631 | −3,48 | 11 031 | 18,04 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 937 | 1,50 | 3 275 | 24,16 | ||||
2025-08-08 | 13F | Gts Securities Llc | 6 523 | 366,26 | 4 327 | 470,71 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 92 | 61 | ||||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 472 | 0,00 | 313 | 22,27 | ||||
2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 227 | 0,16 | 814 | 22,44 | ||||
2025-07-23 | 13F | First Merchants Corp | 38 609 | −11,01 | 25 609 | 8,82 | ||||
2025-07-30 | 13F | Townsend & Associates, Inc | 603 | 0,00 | 415 | 40,20 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 4 935 | 12,36 | 3 273 | 37,41 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 1 113 | −2,37 | 738 | 19,42 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 36 | 24 | ||||||
2025-07-31 | 13F | City State Bank | 2 990 | 1,01 | 1 983 | 23,55 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 6 264 | 12,26 | 4 155 | 37,28 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 254 | 12,57 | 832 | 37,58 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 58 846 | −0,76 | 39 032 | 21,36 | ||||
2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | BIP Alliance, LLC | 17 241 | 10,80 | 11 436 | 35,50 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 333 | 0,00 | 221 | 22,22 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 2 | 0,00 | 1 | 0,00 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 63 613 | 0,90 | 42 193 | 23,39 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 317 | 210 | ||||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 497 | −43,07 | 330 | −30,44 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 7 597 | −1,54 | 5 039 | 20,41 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 314 | 43,38 | 208 | 76,27 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 30 483 | −3,52 | 20 219 | 17,99 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 330 | 11,11 | 882 | 35,90 | ||||
2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 11 848 | 7 859 | ||||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 5 536 | 0,56 | 3 672 | 23,02 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 2 052 | 1,48 | 1 361 | 24,18 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 90 146 | −3,93 | 59 792 | 17,49 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 52 | 0,00 | 34 | 21,43 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 620 | −11,43 | 411 | 8,44 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 46 | 0,00 | 30 | 25,00 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 25 836 | −3,88 | 17 136 | 17,54 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 21 889 | 5,48 | 15 | 27,27 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 1 837 | 1,16 | 1 218 | 23,78 | ||||
2025-07-31 | 13F | New Hampshire Trust | 412 | 0,00 | 273 | 22,42 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 576 | 7,87 | 382 | 32,18 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 4 563 | 6,64 | 3 027 | 30,43 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 1 931 | 0,05 | 1 281 | 22,47 | ||||
2025-08-14 | 13F | Physicians Financial Services, Inc. | 1 135 | 0,00 | 1 | |||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 375 | 249 | ||||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 1 045 | −42,74 | 1 | |||||
2025-08-14 | 13F | Betterment LLC | 2 777 | 84,76 | 2 | |||||
2025-08-13 | 13F | Correct Capital Wealth Management | 751 | 0,00 | 498 | 22,36 | ||||
2025-07-11 | 13F | Thomasville National Bank | 5 234 | 0,00 | 3 472 | 22,30 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 915 | 0,11 | 607 | 22,42 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 468 | 311 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 186 | 6,49 | 4 104 | 30,25 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | 1 | 1 | ||||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 265 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 300 | 199 | |||||
2025-07-17 | 13F | Chicago Capital, LLC | 380 | 0,00 | 252 | 22,33 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 306 | 203 | ||||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 497 | −2,42 | 1 657 | 19,31 | ||||
2025-08-04 | 13F | One Day In July LLC | 2 812 | −6,45 | 1 865 | 14,36 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 430 | −12,54 | 948 | 7,00 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 500 | −99,71 | 332 | −99,64 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 353 | −24,89 | 234 | −7,87 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 3 130 | −35,99 | 2 076 | −21,72 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 787 | 0,13 | 522 | 22,30 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12 920 | 10,95 | 8 570 | 35,69 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 512 | 0,00 | 340 | 22,38 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 793 | −5,37 | 526 | 15,64 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 4 277 | −3,08 | 2 837 | 18,55 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 4 435 | 89,21 | 2 942 | 131,39 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 1 462 | −54,57 | 970 | |||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 926 | 27,02 | 614 | 55,44 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 137 | 0,00 | 91 | 21,62 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 598 | 397 | ||||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 166 031 | 530 | ||||||
2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 204 727 | 0,00 | 135 791 | 22,29 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2 864 | 110,90 | 1 899 | 158,02 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 778 | 9,62 | 3 833 | 34,03 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 4 143 | 6,56 | 2 748 | 30,31 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 335 | 0,17 | 1 549 | 22,47 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 330 | 46,15 | 882 | 78,90 | ||||
2025-07-14 | 13F | Gries Financial Llc | 1 638 | 49,32 | 1 086 | 82,83 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 767 | 0,00 | 509 | 22,12 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 519 | 0,00 | 344 | 22,42 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 9 164 | −5,46 | 6 079 | 15,62 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 562 | 0,00 | 4 352 | 22,29 | ||||
2025-07-24 | 13F | JB Capital LLC | 1 925 | 0,05 | 1 277 | 22,34 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 293 | 9,20 | 18 766 | 33,54 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 685 | −6,65 | 1 118 | 14,21 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 940 | −26,81 | 9 909 | 3,20 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 402 | 1,59 | 937 | 25,13 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 660 | 0,00 | 438 | 22,41 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 2 322 | 11,15 | 1 540 | 35,92 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 053 228 | −0,32 | 1 361 866 | 21,90 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 65 652 | 11,18 | 43 546 | 35,96 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1 907 | 5,13 | 1 265 | 28,59 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 21 080 | −11,73 | 11 433 | −23,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 12 634 | 5,05 | 8 380 | 29,41 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 932 | −8,90 | 645 | 16,25 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6 148 | 30,39 | 4 078 | 59,44 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 634 | 421 | ||||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 113 | 18,95 | 75 | 45,10 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 604 | −7,12 | 1 064 | 13,57 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 277 | −13,71 | 184 | 5,17 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 18 244 | 6,92 | 10 | 0,00 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2 630 | 33,84 | 1 744 | 70,81 | ||||
2025-07-30 | 13F | Paragon Financial Partners, Inc. | 697 | 0,14 | 462 | 22,55 | ||||
2025-05-15 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 972 | 0,04 | 3 298 | 22,34 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 313 | 0,00 | 208 | 22,49 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 597 | 396 | ||||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 984 | 0,41 | 653 | 22,79 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 105 | −0,55 | 5 376 | 21,63 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 332 | 220 | ||||||
2025-08-08 | 13F | Fiera Capital Corp | 366 | 243 | ||||||
2025-05-13 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | −13,51 | 64 | 6,67 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 44 | 0,00 | 29 | 26,09 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 9 103 | −1,04 | 6 037 | 21,01 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2 046 | 0,29 | 1 357 | 22,60 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 246 010 | −1,61 | 163 | 20,74 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 315 | −9,61 | 1 536 | 10,51 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 15 125 | −1,21 | 10 072 | 20,12 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 560 | 0,00 | 387 | 27,39 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 674 | 0,45 | 447 | 22,80 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 180 | 27,66 | 120 | 56,58 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 33 668 | −1,19 | 22 331 | 20,83 | ||||
2025-08-08 | 13F | Bailard, Inc. | 116 052 | 3,91 | 76 975 | 27,07 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 701 | 0,00 | 465 | 22,11 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2 240 | 0,00 | 1 486 | 22,32 | ||||
2025-08-12 | 13F | Private Management Group Inc | 461 | 306 | ||||||
2025-07-21 | 13F | Trust Co of Kansas | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Matisse Capital | 412 | 0,00 | 273 | 22,42 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 55 354 | 2,41 | 36 715 | 25,23 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 1 591 | 0,00 | 1 055 | 22,27 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 9 | 6 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 191 | −52,61 | 125 | −43,18 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 264 | 4,42 | 5 481 | 27,70 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 509 | 0,00 | 338 | 22,10 | ||||
2025-08-08 | 13F | Petix & Botte Co | 574 | 8,30 | 381 | 32,40 | ||||
2025-07-23 | 13F | IMZ Advisory Inc | 371 | 0,00 | 254 | 26,37 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 15 926 | −7,75 | 10 563 | 12,82 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 646 | −9,60 | 1 755 | 10,59 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 251 | −0,08 | 830 | 22,09 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 1 738 | 27,61 | 1 153 | 56,10 | ||||
2025-07-16 | 13F/A | CX Institutional | 1 187 | 422,91 | 1 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 12 939 | 227,82 | 8 582 | 301,03 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 363 | 241 | ||||||
2025-08-14 | 13F | FIL Ltd | 62 196 | 0,00 | 41 253 | 22,29 | ||||
2025-08-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 412 | 1,48 | 273 | 24,09 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 574 | 18,60 | 381 | 45,04 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 2 711 | −12,72 | 1 799 | 6,77 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 11 336 | −30,84 | 7 519 | −15,42 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 122 700 | −3,08 | 81 384 | 18,52 | |||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 44 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 57 | 0,00 | 38 | 23,33 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 76 100 | 3,40 | 50 476 | 26,44 | |||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 86 | −48,19 | 57 | −36,67 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 17 173 | 8,84 | 11 390 | 33,11 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 765 | −24,48 | 507 | −7,65 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 337 | 224 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 200 | 4,71 | 796 | 28,02 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 325 | 215 | ||||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 139 | 0,88 | 2 745 | 23,37 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 19 927 | 1,11 | 13 376 | 33,14 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 7 622 | 0,12 | 5 055 | 22,43 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 12 891 | −37,34 | 8 550 | −23,37 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 483 | 14,45 | 320 | 39,74 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 1 592 | 70,27 | 1 | |||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 891 | 0,00 | 591 | 22,15 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 2 328 | −0,21 | 1 544 | 22,06 | ||||
2025-07-17 | 13F | Forefront Wealth Management Inc. | 2 723 | 5,46 | 1 806 | 28,93 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 2 597 | −10,23 | 1 723 | −4,23 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 041 | 0,00 | 690 | 22,34 | ||||
2025-07-15 | 13F | BCS Wealth Management | 527 | 2,13 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 039 | 0,00 | 689 | 22,38 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 362 | 19,94 | 16 822 | 46,67 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 30 314 | −6,74 | 20 107 | 14,04 | ||||
2025-08-12 | 13F | Argent Trust Co | 1 071 | 3,38 | 710 | 26,56 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 63 497 | −7,00 | 42 117 | 13,73 | ||||
2025-08-11 | 13F | Advisor Resource Council | 680 | −89,69 | 451 | −85,94 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 93 | 0,00 | 49 | 6,67 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 1 528 | 0,00 | 1 013 | 22,34 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 662 | 43,15 | 1 103 | 75,20 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 444 | 36,29 | 2 | 100,00 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 962 | 11,60 | 638 | 36,62 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 366 | −29,34 | 243 | −13,88 | ||||
2025-06-03 | 13F | Invst, LLC | 10 535 | −18,75 | 5 714 | −29,14 | ||||
2025-08-07 | 13F | Midwest Trust Co | 3 321 | 2 203 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 28 264 | 26,82 | 18 747 | 55,09 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 746 | 4,04 | 495 | 27,32 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 15 589 | −1,53 | 10 340 | 20,42 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 1 117 | 0,00 | 741 | 22,48 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 202 | 0,00 | 133 | 21,10 | ||||
2025-05-28 | 13F | Addison Capital Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 16 551 | 14,27 | 10 978 | 39,75 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 250 | 0,00 | 166 | 22,22 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1 428 | 0,00 | 947 | 22,35 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 2 186 | 1,25 | 1 185 | −11,70 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 71 | 0,00 | 47 | 23,68 | ||||
2025-07-07 | 13F | Trust Co Of Oklahoma | 60 474 | −1,25 | 40 111 | 20,76 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2 028 | 0,00 | 1 | 0,00 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 525 | 0,00 | 348 | 22,54 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 751 | −8,86 | 497 | 11,19 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 1 118 | −41,40 | 742 | −28,34 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 60 | 0,00 | 40 | 21,88 | ||||
2025-08-08 | 13F | Pioneer Trust Bank N A/or | 500 | 0,00 | 332 | 22,14 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 16 260 | −25,75 | 11 006 | −7,34 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 341 | 0 | ||||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 6 488 | 0,00 | 4 303 | 22,31 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 523 | 0,00 | 347 | 22,26 | ||||
2025-08-07 | 13F | Nwam Llc | 3 044 | 6,99 | 2 114 | 37,03 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 15 | 0,00 | 10 | 12,50 | ||||
2025-07-25 | 13F | Cwm, Llc | 12 274 | 8,90 | 8 | 33,33 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 342 | 2 882,22 | 890 | 3 608,33 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 10 281 | −5,29 | 6 819 | 15,83 | ||||
2025-07-08 | 13F | Next Level Private LLC | 342 | 227 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 2 218 | 53,07 | 1 471 | 87,15 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 27 924 | −5,22 | 18 522 | 15,91 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 3 093 | 2 052 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 136 | −0,65 | 1 440 | 36,14 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 22 324 | −1,63 | 14 807 | 20,30 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 437 | −2,89 | 290 | 18,44 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 1 772 | 1 239 | ||||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 440 | 0,00 | 292 | 22,69 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 508 | −7,47 | 337 | 13,47 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 172 | −47,88 | 113 | −37,43 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 1 120 | 0,00 | 743 | 22,24 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 3 113 | 22,41 | 2 065 | 49,67 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 321 | 213 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 482 | 0,00 | 320 | 22,22 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 286 | −3,38 | 190 | 18,13 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 516 | 3,20 | 280 | −10,29 | ||||
2025-05-15 | 13F | Whitford Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | FSA Wealth Management LLC | 162 | 0,00 | 107 | 22,99 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 64 473 | 1,98 | 42 764 | 24,71 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 721 | 0,00 | 478 | 22,25 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 5 130 | 2,58 | 3 403 | 25,44 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 765 | 38,64 | 7 804 | 69,56 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 738 | 5,93 | 7 122 | 29,54 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 720 | −9,43 | 478 | 10,67 | ||||
2025-07-22 | 13F | Stanich Group LLC | 306 | 205 | ||||||
2025-08-07 | 13F | Laffer Investments | 340 | 226 | ||||||
2025-06-27 | NP | HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares | 29 026 | −1,41 | 15 948 | −12,15 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 2 783 | −28,44 | 1 846 | −12,52 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 8 426 | −1,37 | 5 589 | 20,63 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5 156 | 5,94 | 3 420 | 29,59 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 817 | −10,27 | 1 205 | 9,74 | ||||
2025-07-30 | 13F | Retirement Planning Group | 6 399 | 23,63 | 4 244 | 51,19 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 1 268 | 0,00 | 841 | 22,42 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 317 | 210 | ||||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 526 | 0,00 | 349 | 22,11 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 898 | −42,56 | 2 586 | −29,76 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 10 070 | 5,83 | 6 625 | 28,30 | ||||
2025-09-19 | 13F | Canal Capital Management, LLC | 645 | 0,00 | 428 | 22,35 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 975 | 10,54 | 647 | 35,15 | ||||
2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 1 150 | −55,80 | 697 | −25,77 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 1 631 | 10,05 | 1 082 | 34,62 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 324 | 215 | ||||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 5 924 | 3 929 | ||||||
2025-08-14 | 13F | Sequent Planning LLC | 1 512 | 0,40 | 1 003 | 22,79 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 494 | 0,00 | 328 | 22,47 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 5 705 | 0,11 | 4 | 0,00 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 468 | −3,11 | 310 | 18,77 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3 386 | 0,83 | 2 246 | 23,28 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 2 099 | −0,47 | 1 392 | 21,78 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 15 | 0,00 | 10 | 12,50 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 398 | −2,30 | 2 254 | 19,51 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 740 | 0,00 | 491 | 22,19 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 599 | 0,00 | 397 | 22,53 | ||||
2025-07-22 | 13F | Accel Wealth Management | 662 | −11,26 | 439 | 8,66 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 170 | 2,46 | 6 746 | 25,30 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 11 270 | 6,81 | 7 475 | 30,64 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 21 286 | 53,34 | 14 119 | 87,51 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 112 | −13,85 | 74 | 5,71 | ||||
2025-07-25 | 13F | Summa Corp. | 445 | 295 | ||||||
2025-08-08 | 13F | ProVise Management Group, LLC | 540 | 12,73 | 358 | 38,22 | ||||
2025-08-12 | 13F | Eley Financial Management, Inc | 8 197 | −2,83 | 5 437 | 17,84 | ||||
2025-08-05 | 13F | Huntington National Bank | 5 253 | 19,55 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 887 | 4,30 | 23 139 | 27,62 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 405 | 269 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 969 | −10,28 | 643 | 10,69 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 500 | 0,00 | 332 | 22,14 | ||||
2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | GenWealth Group, Inc. | 360 | 239 | ||||||
2025-07-24 | 13F | Lee Financial Co | 695 | 0,00 | 461 | 22,34 | ||||
2025-08-14 | 13F | Kinloch Capital, LLC | 24 141 | 6 170,39 | 16 012 | 7 598,08 | ||||
2025-05-14 | 13F | HAP Trading, LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 1 098 | 0,09 | 728 | 22,56 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 496 | 0,00 | 329 | 21,93 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 10 | 0,00 | 7 | 20,00 | ||||
2025-04-17 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 318 | 211 | ||||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 201 | 0,79 | 2 123 | 23,29 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 790 | 0,00 | 524 | 22,20 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 7 710 | 44,76 | 5 114 | 77,04 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 343 | 1,18 | 227 | 24,04 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 406 | 57,98 | 270 | 93,53 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 16 184 | −1,79 | 10 734 | 20,09 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 14 119 | −0,41 | 9 365 | 21,78 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 444 | −9,58 | 3 385 | 3,68 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 146 | −66,23 | 2 087 | −58,72 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11 650 | −5,28 | 7 727 | 15,83 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 3 445 | 0,00 | 2 285 | 22,32 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 386 | −16,09 | 267 | 6,37 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 555 | 1,69 | 2 358 | 24,38 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 193 722 | 193,43 | 128 492 | 217,54 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 19 227 | 0,00 | 12 753 | 22,29 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 615 | 0,00 | 408 | 22,22 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 664 | 0,00 | 440 | 22,22 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 34 | 0,00 | 23 | 22,22 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4 457 | −11,27 | 2 956 | 8,52 | ||||
2025-08-13 | 13F | Shelton Capital Management | 1 132 | 25,78 | 751 | 53,69 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 38 995 | −0,39 | 25 865 | 21,82 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 329 | 0,00 | 218 | 22,47 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 815 | 541 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 2 674 | 0,00 | 1 847 | 28,28 | ||||
2025-08-08 | 13F | Creative Planning | 140 772 | 5,45 | 93 371 | 28,95 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1 483 | 0,00 | 984 | 22,26 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 990 | 4,21 | 657 | 27,38 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 4 309 | −12,28 | 2 858 | 7,28 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 452 | 0,00 | 300 | 22,04 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 487 074 | 210 235,79 | 2 | −99,48 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 1 050 | 5,53 | 697 | 29,13 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 359 | 238 | ||||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 46 427 | 5,87 | 31 | 30,43 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 918 | 0,00 | 609 | 22,33 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5 206 | −1,66 | 3 453 | 20,27 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 256 | −22,33 | 833 | −5,02 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 416 | −27,78 | 276 | −11,86 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 326 | −4,26 | 879 | 17,04 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 308 | 204 | ||||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 772 | −1,91 | 1 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 1 479 | 223,63 | 388 | 57,09 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 2 290 | 18,35 | 1 519 | 44,80 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 960 | 3,23 | 637 | 26,19 | ||||
2025-07-10 | 13F | Security National Bank | 627 | −2,34 | 416 | 19,25 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 775 | −1,52 | 514 | 20,42 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 417 | 12,70 | 276 | 38,00 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 140 | 0,00 | 756 | 22,33 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 209 | 3,98 | 139 | 26,61 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 578 | −52,35 | 383 | −41,70 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 784 | −6,22 | 520 | 14,79 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 2 503 | 45,69 | 1 660 | 78,30 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | KDK Private Wealth Management, LLC | 2 998 | −0,93 | 1 989 | 21,15 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 215 | 0,00 | 143 | 22,41 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 35 133 | −8,66 | 23 303 | 11,70 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 567 | 0,18 | 376 | 22,48 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 29 175 | 19,53 | 19 351 | 46,18 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1 451 | 17,02 | 963 | 43,15 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 700 | 0,00 | 464 | 22,43 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 114 | 0,00 | 76 | 22,95 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 1 751 | 0,00 | 1 161 | 22,34 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 540 | 358 | ||||||
2025-09-19 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 5 817 | 0,00 | 4 016 | 25,66 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 13 885 | 0,01 | 9 210 | 22,30 | ||||
2025-04-28 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 6 625 | −49,57 | 3 965 | −51,50 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 711 | 11,27 | 472 | 36,13 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 357 | 237 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 406 | 67,59 | 2 922 | 104,98 | ||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 93 | −89,22 | 62 | −88,62 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 878 | 0,00 | 582 | 22,27 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 1 164 | 0,00 | 772 | 22,35 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 40 | 0,00 | 27 | 23,81 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 621 | 28,04 | 412 | 56,87 | ||||
2025-08-12 | 13F | Holderness Investments Co | 1 326 | 4,57 | 880 | 27,95 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 38 203 | −7,21 | 25 339 | 12,99 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 32 | −33,33 | 21 | −16,00 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 21 580 | 0,05 | 14 314 | 22,34 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 3 715 | −5,30 | 2 464 | 15,79 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 2 687 | 125,99 | 1 782 | 176,71 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 7 530 | 4 994 | ||||||
2025-07-23 | 13F | Ironwood Financial, llc | 540 | 0,00 | 293 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 33 328 | 7,77 | 22 151 | 31,77 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1 128 | −9,98 | 748 | 10,16 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 625 | −0,32 | 415 | 21,76 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 098 | 0,00 | 728 | 22,35 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 3 058 | 30,24 | 2 029 | 59,31 | ||||
2025-07-31 | 13F | Rational Advisors Llc | 720 | 112,39 | 478 | 160,66 | ||||
2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 9 689 | 1,16 | 5 799 | −2,70 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 2 341 | 28,27 | 1 553 | 56,93 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 612 | 20,97 | 6 376 | 47,95 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1 114 | 0,00 | 731 | 20,83 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 564 | 143,23 | 1 037 | 197,99 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 494 | −37,39 | 328 | −23,42 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 519 | 0,00 | 344 | 22,42 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 303 | 0,00 | 864 | 22,38 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 170 | 158,95 | 1 439 | 216,96 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 901 | −21,31 | 598 | −3,86 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 10 269 | −19,44 | 6 807 | −1,48 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 43 451 | −6,29 | 28 820 | 14,60 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192 094 | 5,85 | 127 090 | 28,93 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 749 | 0,40 | 497 | 22,77 | ||||
2025-07-29 | 13F | John G Ullman & Associates Inc | 445 | 0,00 | 295 | 22,41 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 6 431 | −7,88 | 4 265 | 12,65 | ||||
2025-08-14 | 13F | Glenview Trust Co | 438 | 291 | ||||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1 584 | 0,38 | 1 050 | 22,66 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 1 232 | −5,74 | 817 | 15,25 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 20 126 | −2,01 | 13 349 | 19,83 | ||||
2025-04-25 | 13F | Oceanside Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 461 | 0,00 | 306 | 22,00 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 765 | 0,00 | 507 | 22,17 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11 820 | 1,31 | 7 840 | 23,89 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 988 | 3,00 | 1 982 | 25,94 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 137 | 0,00 | 91 | 21,62 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 660 567 | 5,96 | 438 141 | 29,58 | ||||
2025-04-25 | 13F | Wall Street Financial Group, Inc. | 29 285 | 20,84 | 15 883 | 5,41 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 14 353 | 8,43 | 9 520 | 32,60 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 601 | −3,67 | 1 062 | 17,87 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 21 842 | 23,82 | 14 488 | 51,43 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 294 | 0,00 | 195 | 7,14 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 11 854 | −1,38 | 7 863 | 20,60 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 20 257 | 2,31 | 13 436 | 25,11 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 1 211 | −4,95 | 803 | 16,21 | ||||
2025-08-08 | NP | QTSSX - Quantified Tactical Sectors Fund Investor Class Shares | 15 736 | −31,25 | 10 437 | −20,92 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 4 279 | 0,00 | 3 | 0,00 | ||||
2025-08-07 | 13F | Summit X, LLC | 754 | 100,00 | 500 | 145,10 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 8 440 | −0,42 | 5 598 | 21,78 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 515 | 1,18 | 342 | 23,55 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 1 269 | 18,05 | 842 | 44,25 | ||||
2025-09-19 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 1 473 | 0,00 | 1 017 | 25,71 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 393 | 0,00 | 213 | −12,70 | ||||
2025-08-12 | 13F | Terra Nova Asset Management LLC | 915 | 0,00 | 607 | 22,18 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 65 | 27,45 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 286 | 7,12 | 190 | 31,25 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 3 360 | 0,00 | 2 229 | 22,28 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 842 | 13,94 | 559 | 39,50 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 1 077 | −2,45 | 715 | 19,20 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 4 293 | −0,53 | 2 847 | 21,67 | ||||
2025-07-15 | 13F | Maseco Llp | 157 | 104 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 472 | −37,11 | 4 956 | −28,65 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 21 | 14 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 8 117 | −0,25 | 5 384 | 21,98 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 91 | 0,00 | 60 | 22,45 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Total Investment Management Inc | 91 | 60 | ||||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 414 | −1,43 | 290 | 41,67 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 513 | 0,00 | 340 | 22,74 | ||||
2025-08-13 | 13F | M&t Bank Corp | 149 059 | −7,54 | 98 867 | 13,08 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 60 | 0,00 | 40 | 21,88 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 4 417 | −5,86 | 2 929 | 15,13 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 363 | 241 | ||||||
2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 40 | 110,53 | 27 | 160,00 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 16 153 | 89,23 | 10 712 | 120,41 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 586 | −23,30 | 389 | −6,28 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 674 | 0,00 | 447 | 6,68 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 6 703 | 1,68 | 4 446 | 24,34 | ||||
2025-08-12 | 13F | Zacks Investment Management | 1 005 | −23,86 | 666 | −6,98 | ||||
2025-08-12 | 13F | Concentrum Wealth Management | 4 561 | 2,56 | 3 025 | 25,41 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 087 | 4 038 | ||||||
2025-07-11 | 13F | Myecfo, Llc | 906 | 61,50 | 601 | 77,51 | ||||
2025-04-29 | 13F | SwitchPoint Financial Planning, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 598 | −1,53 | 2 387 | 13,19 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 286 | −11,80 | 1 | |||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 14 156 | 5,90 | 9 389 | 29,50 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 8 690 | −3,90 | 5 764 | 17,21 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2 540 | −5,75 | 1 685 | 15,26 | ||||
2025-08-19 | 13F | Slocum, Gordon & Co LLP | 60 | 0,00 | 40 | 21,88 | ||||
2025-07-29 | 13F | Progressive Investment Management Corp | 700 | 0,00 | 464 | 22,43 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 922 | 4,77 | 611 | 28,09 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 19 146 | 348,28 | 12 699 | 448,32 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 7 781 | −29,12 | 5 161 | −13,34 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 400 | −57,89 | 266 | −48,54 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 | 768,42 | 109 | 990,00 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 500 | 0,00 | 332 | 22,14 | ||||
2025-04-28 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 3 015 | −46,67 | 1 804 | −48,72 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 4 575 | −10,97 | 3 067 | 10,01 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 553 | 300 | ||||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 578 | 1,68 | 1 047 | 24,38 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 3 918 | 1,69 | 2 599 | 24,37 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 651 | 1 095 | ||||||
2025-07-24 | 13F | Eastern Bank | 833 | 15,37 | 553 | 41,18 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 125 | 0,00 | 83 | 22,39 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 803 | −3,74 | 1 196 | 17,73 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 349 | −7,43 | 231 | 13,24 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 449 | 0,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 360 | 239 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 15 385 | 0,56 | 10 205 | 22,97 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 623 | 30,26 | 3 066 | 59,27 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 665 | 14,85 | 441 | 40,89 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 491 | 0,00 | 326 | 22,18 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 340 | 4,03 | 2 879 | 27,18 | ||||
2025-08-04 | 13F | Ledyard National Bank | 1 579 | −3,25 | 1 047 | 18,31 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 3 655 | 0,00 | 2 424 | 22,30 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 629 | 0,16 | 417 | 22,65 | ||||
2025-09-19 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 7 294 | 0,00 | 5 036 | 25,68 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 1 239 | 0,00 | 822 | 22,17 | ||||
2025-08-13 | 13F | Keystone Financial Group | 2 001 | −11,50 | 1 327 | 7,10 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 642 | −12,65 | 426 | 7,04 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 2 542 | 0,87 | 1 686 | 23,43 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 1 080 | −0,83 | 716 | 21,15 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 37 694 | 2,21 | 25 002 | 24,99 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 48 218 | −2,28 | 31 982 | 19,51 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 45 | 30 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 89 | 60 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Affiance Financial, LLC | 2 644 | 0,15 | 1 754 | 22,57 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 349 | 895 | ||||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 785 | 0,13 | 521 | 22,35 | ||||
2025-08-12 | 13F | St. Nicholas Private Asset Management, Inc | 5 085 | 0,73 | 3 373 | 23,20 | ||||
2025-07-24 | 13F | Blair William & Co/il | 33 450 | −14,68 | 22 187 | 4,34 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 1 260 | 12,40 | 836 | 37,34 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1 415 | 58,99 | 939 | 94,61 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 4 335 | 10,08 | 2 875 | 34,66 | ||||
2025-07-23 | 13F | Sachetta, LLC | 410 | 0,24 | 272 | 22,62 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 96 | 0,00 | 64 | 21,15 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 72 | 0,00 | 48 | 20,51 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 27 | 0,00 | 18 | 28,57 | ||||
2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 2 617 | 1 736 | ||||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 915 | 0,00 | 607 | 22,18 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 320 870 | 0,81 | 212 827 | 23,28 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 719 548 | −0,98 | 477 | 21,07 | ||||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 3 525 | 0,00 | 2 338 | 22,29 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1 443 | −1,23 | 957 | 20,83 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 994 | −3,12 | 659 | 18,53 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 8 136 | 18,70 | 5 396 | 45,17 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 320 | −40,52 | 212 | −27,15 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 2 105 | 8,39 | 1 396 | 32,57 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 2 512 | 0,04 | 1 666 | 22,32 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 557 | −50,00 | 0 | |||||
2025-07-09 | 13F | Bowman & Co S.C. | 362 | 241 | ||||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 350 | 0,00 | 895 | 22,27 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 569 | 3,08 | 377 | 26,09 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Sageworth Trust Co | 534 | 0,00 | 354 | 22,49 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 20 | 0,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 49 273 | 1,89 | 32 682 | 24,61 | ||||
2025-08-12 | 13F | Archer Investment Corp | 690 | 0,00 | 457 | 22,52 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 340 | 226 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 412 | 0,14 | 937 | 22,35 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 851 | 1 | ||||||
2025-07-31 | 13F | GenTrust, LLC | 1 507 | 0,00 | 1 000 | 22,28 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 61 339 | 6,29 | 40 685 | 29,98 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 712 | 36,01 | 1 799 | 66,33 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 1 162 | −1,19 | 771 | 20,88 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 799 | 0,00 | 1 | |||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 30 | −31,82 | 20 | −17,39 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 1 501 | 15,11 | 996 | 40,74 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 12 268 | −37,41 | 8 137 | −33,23 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 15 | 25,00 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 24 170 | 936,45 | 16 032 | 1 168,28 | ||||
2025-07-15 | 13F | Graypoint LLC | 805 | 15,66 | 534 | 41,38 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 763 | −4,86 | 506 | 16,59 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 597 | 0,00 | 396 | 22,29 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 669 | 6,26 | 2 433 | 29,97 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 715 | 0,00 | 474 | 22,48 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 394 | 0,00 | 261 | 22,54 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 166 | 110 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 890 | −38,02 | 590 | −24,16 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 568 | 0,00 | 377 | 22,08 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 8 920 | −31,08 | 5 916 | −15,71 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 1 125 | −2,43 | 746 | 19,36 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 927 | −3,03 | 615 | 18,53 | ||||
2025-08-08 | 13F | Hudock, Inc. | 1 031 | 0,10 | 684 | 22,36 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 334 | 221 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 211 894 | −0,04 | 140 545 | 22,24 | ||||
2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 2 500 | −76,59 | 1 658 | −71,37 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 2 495 | 0,00 | 1 655 | 22,25 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 106 | 23,37 | 1 397 | 50,92 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 5 494 | −1,06 | 3 652 | 21,29 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 845 | −59,09 | 5 867 | −49,97 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15 298 | −10,69 | 10 147 | 9,21 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 380 | −2,06 | 252 | 20,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 282 | 54,02 | 7 483 | 88,37 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 784 | 520 | ||||||
2025-05-07 | 13F | Fairman Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2 738 | 0,00 | 1 816 | 22,29 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 461 | 0,00 | 322 | 24,32 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 14 | 1 300,00 | 9 | 12,50 | ||||
2025-08-05 | 13F | Burney Co/ | 898 | −4,87 | 596 | 16,21 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 5 218 | −5,71 | 3 461 | 15,33 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 3 370 | −3,08 | 2 235 | 18,57 | ||||
2025-07-16 | 13F | Taiyo Life Insurance Co | 212 000 | 0,00 | 141 | 22,81 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 885 | 0,00 | 587 | 22,29 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 1 019 | 0,00 | 676 | 22,28 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 853 | 11,80 | 566 | 36,71 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 1 134 | −7,65 | 752 | 12,91 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 606 | −3,81 | 402 | 17,60 | ||||
2025-08-01 | 13F | First National Trust Co | 2 595 | −0,08 | 1 721 | 22,23 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 673 | 5,65 | 446 | 29,28 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 2 743 | 1 819 | ||||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 6 090 | −49,28 | 4 039 | −37,98 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 533 | −3,27 | 354 | 18,46 | ||||
2025-07-29 | 13F | Systelligence, LLC | 15 720 | 10 427 | ||||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 425 | −2,97 | 282 | 18,99 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 456 | 0,00 | 299 | 28,33 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 58 | 0 | ||||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 336 | 0,00 | 1 549 | 22,26 | ||||
2025-04-11 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 944 | −0,53 | 626 | 21,79 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15 028 | 49,82 | 9 968 | 83,22 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 9 696 | −2,85 | 6 431 | 18,79 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 22 890 | −0,09 | 15 183 | 22,18 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 988 | 655 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 1 664 | 12,28 | 1 104 | 37,36 | ||||
2025-07-30 | 13F | Advantage Trust Co | 12 601 | −4,47 | 8 358 | 16,82 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 388 | 77,49 | 921 | 116,98 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 2 675 | −1,47 | 1 774 | 20,52 | ||||
2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 1 687 | 927 | ||||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 2 940 | 1 950 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 435 | 351,26 | 952 | 453,49 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 844 | 560 | ||||||
2025-08-28 | NP | SNAV - Mohr Sector Navigator ETF | 2 843 | 1 886 | ||||||
2025-07-07 | 13F | Roxbury Financial LLC | 165 | 0,00 | 109 | 11,22 | ||||
2025-08-13 | 13F | McCollum Christoferson Group LLC | 1 142 | 0,00 | 757 | 22,29 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1 506 | 3,79 | 999 | 26,97 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 1 188 | −38,57 | 788 | −24,88 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5 402 | 12,73 | 3 583 | 37,86 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 083 | 7,21 | 1 381 | 31,15 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 2 490 | −0,60 | 1 351 | −13,29 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 17 468 | −1,65 | 11 586 | 20,27 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 357 | 237 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 597 | 0,00 | 396 | 22,22 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2 050 | 0,00 | 1 359 | 22,32 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 2 118 | 30,26 | 1 405 | 59,36 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 14 261 | 10,87 | 9 459 | 35,59 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4 051 | −8,41 | 2 687 | 12,01 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 15 520 | 8,18 | 10 294 | 32,30 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 1 854 | 1,15 | 1 230 | 23,64 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 4 823 | 31,31 | 3 199 | 60,59 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 99 210 | −3,24 | 65 804 | 18,14 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 530 | 0,00 | 352 | 22,30 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 570 | 0,00 | 378 | 20,77 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2 415 | 19,85 | 1 602 | 46,61 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 490 | 0,00 | 325 | 22,64 | ||||
2025-08-06 | 13F | North Capital, Inc. | 95 | 0,00 | 63 | 23,53 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 10 | 0,00 | 7 | 20,00 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 93 | 0,00 | 62 | 22,00 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1 232 | 817 | ||||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 1 088 | 0,00 | 1 | |||||
2025-07-18 | 13F | Lynx Investment Advisory | 956 | 0,10 | 634 | 22,39 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 285 | 7,68 | 1 516 | 31,62 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 980 | 17,93 | 650 | 44,44 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 164 | 1 071,43 | 109 | 1 442,86 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 1 790 | 2,23 | 1 187 | 25,08 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 145 | 96 | ||||||
2025-07-24 | 13F | Court Place Advisors, LLC | 400 | 0,00 | 265 | 22,69 | ||||
2025-05-07 | 13F | Brio Consultants, LLC | 4 447 | 796,57 | 2 412 | 683,12 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 480 | 2,13 | 318 | 25,20 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4 182 | 2,22 | 2 774 | 25,02 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 130 | 0,73 | 3 403 | 23,07 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 24 231 | −2,00 | 16 072 | 19,84 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 592 | −8,64 | 393 | 11,68 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 52 | 0,00 | 35 | 21,43 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 499 | 1,22 | 331 | 23,60 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 6 713 | 20,91 | 4 442 | 48,98 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 908 | 0,00 | 1 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 764 | 13,86 | 506 | 39,39 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 26 634 | −0,28 | 17 664 | 21,95 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 35 292 | −0,85 | 19 142 | −13,52 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 6 153 | −1,99 | 4 081 | 19,85 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 63 431 | −3,11 | 42 072 | 18,49 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 406 | 269 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 1 195 | 91,81 | 793 | 134,32 | ||||
2025-07-21 | 13F | Capital Planning LLC | 17 305 | −10,65 | 11 478 | 9,27 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 70 | 0,00 | 46 | 24,32 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 1 971 | 6,60 | 1 308 | 30,31 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 381 | 3,25 | 253 | 26,00 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 719 | 1,18 | 1 140 | 23,78 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 711 | 38,06 | 472 | 68,82 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 694 | 8,61 | 461 | 32,95 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 469 | 311 | ||||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 192 | 0,00 | 127 | 20,95 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 350 | 232 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 2 272 | 3,09 | 1 377 | 23,61 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 187 | 0,00 | 124 | 22,77 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 1 387 | −10,86 | 920 | 9,02 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 7 303 | −0,41 | 5 006 | 22,13 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 1 546 | −3,92 | 1 025 | 17,55 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 231 | −2,21 | 2 143 | 19,59 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 1 000 | 0,00 | 663 | 22,32 | ||||
2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 4 481 | 0,00 | 2 682 | −3,84 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 2 276 | 3,93 | 1 534 | 48,93 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 399 | 0,00 | 265 | 22,22 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 52 | 0,00 | 34 | 21,43 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 334 | 222 | ||||||
2025-07-31 | 13F | Sharper & Granite LLC | 4 202 | 11,43 | 2 793 | 36,58 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 15 829 | 10 391 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 461 | −50,54 | 306 | −39,60 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 23 214 | 7,39 | 15 397 | 31,33 | ||||
2025-07-10 | 13F | Trust Point Inc. | 2 279 | 0,00 | 1 512 | 22,25 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 330 | 217 | ||||||
2025-08-27 | NP | HDCAX - Rational Equity Armor Fund Class A Shares | 720 | 112,39 | 478 | 160,66 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 458 | 0,00 | 304 | 10,99 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 34 598 | 5 637,65 | 22 948 | 6 938,96 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 1 525 | 0,46 | 1 012 | 22,84 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 13 624 | 8,61 | 9 050 | 33,05 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 | −98,36 | 45 | −98,00 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 356 | 236 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 039 | 22,63 | 2 733 | 7,01 | ||||
2025-07-30 | NP | LSOFX - LS Opportunity Fund - Institutional Class | Short | −3 786 | 16,96 | −2 296 | 18,48 | |||
2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 1 114 | 0,00 | 739 | 22,19 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 139 | 0,00 | 0 | |||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3 | −57,14 | 2 | −66,67 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 588 | 0,00 | 390 | 22,64 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 561 | 0,00 | 372 | 22,37 | ||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 806 | −17,16 | 535 | 1,33 | ||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 8 860 | −1,25 | 5 877 | 20,76 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 515 | 0,00 | 342 | 22,22 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 1 731 | −0,40 | 1 160 | 23,04 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 1 544 122 | 19 919,73 | 7 406 | 75,56 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 280 | −12,35 | 2 175 | 7,20 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 6 553 | 0,11 | 4 346 | 22,42 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 7 792 | 994,38 | 5 169 | 1 238,86 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Beacon Investment Advisors Llc | 489 | 0,00 | 321 | 21,13 | ||||
2025-07-15 | 13F | Yarbrough Capital, LLC | 89 058 | 0,00 | 59 070 | 22,29 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 1 707 | 0,59 | 1 132 | 23,04 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 675 | 0,00 | 448 | 22,13 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 330 | 219 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 158 | 7,41 | 2 758 | 31,40 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 646 | 37,45 | 428 | 68,50 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 3 | 2 | ||||||
2025-08-12 | 13F | YANKCOM Partnership | 35 | 0,00 | 23 | 27,78 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 54 480 | 28,64 | 35 783 | 55,56 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 926 | 33,05 | 614 | 62,86 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 229 | 0,00 | 152 | 21,77 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 142 112 | 112,24 | 94 271 | 159,58 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 336 | 223 | ||||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 7 809 | 4,00 | 5 180 | 27,19 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 510 | −0,58 | 338 | 21,58 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 377 | 0,00 | 250 | 22,55 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 397 | 7,13 | 2 253 | 31,06 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 10 854 | 1,12 | 7 199 | 23,66 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1 394 | −0,43 | 925 | 21,74 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 305 | 202 | ||||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 424 | −9,01 | 281 | 11,51 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 395 | 0,00 | 262 | 21,96 | ||||
2025-08-14 | 13F | State Street Corp | 1 172 | −18,04 | 777 | 0,26 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 969 | 24,55 | 643 | 52,37 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 1 146 | 43,25 | 760 | 75,52 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 835 | 14,23 | 554 | 39,55 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 4 870 | −0,43 | 3 230 | 21,79 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 2 020 | −4,36 | 1 096 | −16,60 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 302 | 200 | ||||||
2025-07-24 | 13F | Papp L Roy & Associates | 4 374 | 0,00 | 2 901 | 22,30 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 881 | −16,97 | 585 | 1,57 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3 621 | 28,95 | 2 | 100,00 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 553 | 367 | ||||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 2 230 | −0,98 | 1 479 | 21,13 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 24 336 | 31,09 | 16 142 | 60,30 | ||||
2025-08-07 | 13F | PFG Advisors | 7 024 | 11,78 | 4 659 | 36,68 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 216 227 | −5,91 | 806 699 | 15,07 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 8 | −61,90 | 5 | −54,55 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 552 | 168,08 | 2 356 | 227,99 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 519 | 0,19 | 344 | 22,86 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 210 | 0,00 | 139 | 23,01 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 519 | 0,00 | 344 | 22,42 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 844 | 512 | ||||||
2025-07-28 | 13F | Nvest Financial, LLC | 704 | 0,14 | 467 | 22,57 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 37 090 | −0,84 | 24 601 | 21,26 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 593 | 0,00 | 393 | 22,43 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 2 883 | 0,00 | 1 912 | 22,33 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1 388 | 0,00 | 921 | 22,31 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 331 | 219 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 12 286 | 0,07 | 8 149 | 22,36 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 265 | 0,00 | 176 | 22,38 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 21 851 | 23,28 | 14 493 | 50,76 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 406 | −0,49 | 269 | 21,72 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 404 | 0,00 | 268 | 30,73 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 474 | −0,84 | 314 | 21,24 | ||||
2025-07-07 | 13F | RDA Financial Network | 595 | 3,84 | 395 | 27,10 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 8 997 | −6,94 | 5 968 | 13,81 | ||||
2025-07-25 | 13F | Leith Wheeler Investment Counsel Ltd. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | TKG Advisors, LLC | 426 | 283 | ||||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 574 | −0,35 | 381 | 21,79 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 522 | −9,22 | 1 673 | 11,02 | ||||
2025-07-02 | 13F | InvesTrust | 496 | −0,40 | 329 | 21,48 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 920 | 97,74 | 7 907 | 139,79 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 6 118 | −1,00 | 4 058 | 21,10 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 6 578 | −0,32 | 4 644 | 28,39 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 949 | −0,50 | 3 283 | 21,69 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 1 081 | −2,35 | 717 | 19,50 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 819 | 0,12 | 549 | 42,97 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 2 783 | −0,71 | 1 846 | 21,38 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 404 | 0,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 693 | −0,77 | 33 624 | 21,35 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 414 | −13,03 | 275 | 6,20 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 740 | 29,14 | 491 | 58,06 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 960 | 1 300 | ||||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 391 | 0,00 | 259 | 22,17 | ||||
2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resolute Advisors LLC | 4 482 | 0,11 | 2 973 | 22,41 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 144 | −13,65 | 2 086 | 5,62 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 348 | 231 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 935 | 7,17 | 9 906 | 31,07 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 123 | 51,85 | 82 | 88,37 | ||||
2025-08-08 | 13F | Advisory Resource Group | 1 100 | 0,27 | 730 | 22,52 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 3 041 | −8,82 | 2 017 | 15,06 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 581 | 31,45 | 385 | 61,09 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 249 | −23,85 | 165 | −6,78 | ||||
2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Herold Advisors, Inc. | 499 | 0,20 | 331 | 22,59 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 1 685 | −22,21 | 1 118 | −4,86 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 8 646 | 3 866,06 | 5 735 | 4 759,32 | ||||
2025-07-11 | 13F | Diversified Trust Co | 1 119 | −1,58 | 742 | 20,45 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 24 591 | 46,84 | 16 311 | 79,57 | ||||
2025-07-17 | 13F | Greenleaf Trust | 1 775 | 0,00 | 1 177 | 22,35 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 341 | 226 | ||||||
2025-08-11 | 13F | Citigroup Inc | 41 684 | 23,63 | 27 648 | 51,19 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 6 203 | 2,34 | 4 114 | 25,16 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 700 | 0,86 | 464 | 7,66 | ||||
2025-08-11 | 13F | October Effect Ltd | 1 103 | 732 | ||||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1 378 | −1,08 | 914 | 20,93 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 333 | 9,90 | 0 | |||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 580 | −3,81 | 385 | 17,43 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 403 | 267 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 118 | 0,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 354 | 0,00 | 235 | 21,88 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 25 | 0,00 | 0 | |||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1 366 | 0,00 | 906 | 22,30 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 4 918 | −5,59 | 3 262 | 15,35 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 308 | 4,39 | 868 | 15,75 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 304 | 201 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 743 | −1,85 | 493 | 20,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 232 | 1,87 | 1 481 | 23,54 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 2 135 | 134,87 | 1 416 | 187,22 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ballew Advisors, Inc | 310 | 209 | ||||||
2025-07-09 | 13F | Clarus Wealth Advisors | 362 | −23,14 | 243 | −3,19 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 227 | −11,33 | 151 | 8,70 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 1 631 | 34,02 | 1 082 | 64,04 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3 | 2 | ||||||
2025-08-18 | 13F | Finward Bancorp | 3 050 | −0,29 | 2 023 | 21,94 | ||||
2025-07-29 | 13F | Sims Investment Management, Llc | 745 | 1,36 | 494 | 24,12 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16 422 | 39,16 | 10 892 | 70,19 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 59 | −68,11 | 39 | −61,00 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 1 017 | 69,50 | 559 | 49,60 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 31 981 | 0,00 | 21 212 | 22,29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 199 500 | −1,68 | 132 324 | 20,24 | |||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 563 | 0,00 | 373 | 22,30 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 464 200 | −11,53 | 307 895 | 8,19 | |||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 250 746 | 3,12 | 166 315 | 26,11 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 990 | −45,45 | 657 | −33,33 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 40 | 0,00 | 27 | 23,81 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4 701 | 6,36 | 3 118 | 30,04 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 38 032 | −3,84 | 25 226 | 17,59 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6 515 | 28,25 | 4 273 | 53,95 | ||||
2025-07-07 | 13F | Investors Research Corp | 20 | 0,00 | 13 | 30,00 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 1 120 | −6,20 | 607 | −18,19 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 753 | 24,85 | 1 908 | 57,86 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 19 435 | 75,25 | 12 891 | 114,31 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 1 534 | 15,60 | 1 017 | 41,45 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 390 | 7,50 | 922 | 31,53 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 629 | −85,40 | 417 | −82,15 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 250 | −85,08 | 166 | −81,85 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 2 704 | 81,84 | 1 794 | 122,46 | ||||
2025-07-18 | 13F | Cooper Financial Group | 463 | −0,43 | 307 | 21,83 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 98 | 68,97 | 65 | 109,68 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 2 778 | 0,11 | 1 843 | 22,39 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 627 | −1,57 | 416 | 20,29 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 358 | 238 | ||||||
2025-08-14 | 13F | Graney & King, LLC | 27 | 0,00 | 18 | 21,43 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 480 | 29,03 | 324 | 60,70 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 29 160 | 19 341 | ||||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 567 | −21,79 | 376 | −4,34 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2 047 | 0,00 | 1 358 | 22,25 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 510 | 22,04 | 3 659 | 49,25 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 3 234 | −1,13 | 2 145 | 20,86 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | MKT Advisors LLC | 659 | 17,05 | 433 | 60,00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 4 083 | 0,42 | 2 215 | −12,42 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 143 646 | 16,07 | 95 277 | 41,95 | ||||
2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 7 452 | 37,26 | 4 943 | 67,87 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 757 | 0,00 | 502 | 22,20 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 6 872 | 65,71 | 4 558 | 102,67 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 1 983 | 112,77 | 1 315 | 160,40 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 1 537 | 0,99 | 1 019 | 23,52 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 326 | 0,15 | 880 | 22,42 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 317 | 210 | ||||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 4 322 | −3,51 | 2 621 | −2,24 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 768 | 0,00 | 509 | 22,36 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 2 313 | 0,00 | 1 534 | 22,33 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 800 | −17,18 | 531 | 2,91 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 802 | −3,27 | 1 196 | 18,32 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 232 | −17,73 | 154 | 0,66 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 274 197 | 4,71 | 181 870 | 28,05 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 819 | 32,95 | 543 | 63,06 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 545 | 0,00 | 361 | 22,37 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 24 | 16 | ||||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 958 | 0,00 | 636 | 22,35 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 751 | 4,89 | 498 | 28,35 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 1 805 | 166,62 | 1 | |||||
2025-07-09 | 13F | Fragasso Group Inc. | 709 | 5,19 | 470 | 28,49 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 8 016 | 7,97 | 5 317 | 32,04 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2 138 | 7,87 | 1 419 | 31,91 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 3 420 | 1,09 | 2 268 | 23,66 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 377 | 250 | ||||||
2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 4 781 | −47,78 | 2 861 | −49,78 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 709 | −0,80 | 2 460 | 21,30 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 1 492 | 211,48 | 990 | 281,85 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 570 | 30,38 | 4 358 | 59,42 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 27 473 | −3,44 | 18 222 | 18,09 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 765 | 0,00 | 507 | 22,46 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 466 | 2,42 | 309 | 25,61 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 560 | 0,00 | 372 | 22,44 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 395 | 0,00 | 262 | 21,96 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 27 088 | 88,19 | 17 967 | 130,13 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 261 | 4 250,00 | 173 | 5 666,67 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 2 816 | 6,63 | 1 868 | 30,38 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 6 951 | −0,47 | 4 610 | 21,73 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 12 | 8 | ||||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 411 | 10 222 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 3 899 | 9,12 | 2 586 | 33,44 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 2 109 | 32,39 | 1 399 | 61,92 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 928 | 0,00 | 615 | 22,27 | ||||
2025-08-01 | 13F | GPM Growth Investors, Inc. | 4 052 | 0,22 | 2 688 | 22,58 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 591 | 34,93 | 392 | 64,98 | ||||
2025-07-08 | 13F | Lpwm Llc | 3 145 | −0,54 | 2 086 | 21,63 | ||||
2025-07-02 | 13F | Marotta Asset Management | 50 684 | −11,11 | 33 618 | 0,52 | ||||
2025-08-04 | 13F | Atria Investments Llc | 20 732 | 33,71 | 13 751 | 63,53 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 441 | 0,23 | 292 | 22,69 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 480 | 318 | ||||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 18 672 | −1,00 | 12 385 | 21,07 | ||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 388 | 0,26 | 257 | 22,38 | ||||
2025-08-14 | 13F | Welch Capital Partners Llc/ny | 27 310 | −2,38 | 18 | 20,00 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 721 | −12,18 | 478 | 7,42 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 1 466 | −7,86 | 972 | 12,76 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 12 333 | 0,35 | 8 180 | 22,73 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 950 | −6,59 | 630 | 14,16 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 647 | 0,00 | 429 | 22,57 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 163 | −1,69 | 771 | 20,28 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 806 | 112,11 | 534 | 159,22 | ||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 307 | −16,80 | 204 | 1,50 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 532 | 0,00 | 353 | 22,57 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 477 | 317 | ||||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 401 | −4,75 | 266 | 16,23 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1 561 | 0,45 | 1 036 | 22,92 | ||||
2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 3 629 | −48,63 | 2 172 | −50,61 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 57 | 0,00 | 38 | 23,33 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 391 | 0,26 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 1 763 | 4,63 | 1 169 | 28,18 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2 131 | −9,67 | 1 413 | 10,48 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 18 976 | 3 820,66 | 12 586 | 4 703,82 | ||||
2025-07-21 | 13F | CenterStar Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Callahan Advisors, LLC | 304 | 202 | ||||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 303 | 201 | ||||||
2025-08-12 | 13F | Hanover Advisors Inc | 3 101 | 8,05 | 2 057 | 32,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 183 335 | 11,17 | 121 603 | 35,95 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 643 | 426 | ||||||
2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 5 149 | −45,70 | 3 082 | −47,78 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 764 | 1,06 | 507 | 22,82 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 1 997 | −2,25 | 1 324 | 19,60 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 1 163 | 9,10 | 771 | 33,39 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 563 | 0,00 | 373 | 22,30 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 19 932 | 7,64 | 13 221 | 31,63 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 837 | 1,21 | 585 | 30,58 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 8 816 | −0,80 | 5 848 | 21,31 | ||||
2025-04-23 | 13F | Pacific Sage Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1 425 | 3,64 | 945 | 26,85 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 500 | 0,00 | 332 | 22,14 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Sentinus, LLC | 1 175 | 32,17 | 780 | 61,62 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9 | 6 | ||||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 390 | 0,00 | 259 | 22,27 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 620 | −10,92 | 411 | −4,86 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 913 | −2,67 | 606 | 19,09 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 29 382 | 1,89 | 19 489 | 24,60 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 391 | 0,00 | 259 | 22,17 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 1 621 | −1,16 | 1 | |||||
2025-07-18 | 13F | Financial Consulate, Inc | 1 999 | 1 326 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 133 | 17,70 | 88 | 44,26 | ||||
2025-08-13 | 13F | JT Stratford LLC | 332 | 220 | ||||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 174 | 0,00 | 115 | 22,34 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 990 | 0,71 | 656 | 23,08 | ||||
2025-08-14 | 13F | Dagco, Inc. | 10 837 | 27,27 | 7 188 | 55,65 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 317 | −13,53 | 874 | 5,82 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 6 442 | 6,53 | 4 273 | 30,28 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1 582 | 0,89 | 1 049 | 23,41 | ||||
2025-07-15 | 13F | Bfsg, Llc | 79 | −11,24 | 52 | 8,33 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 016 | −0,10 | 717 | 34,27 | ||||
2025-08-13 | 13F | Northern Trust Corp | 130 896 | 1,30 | 86 821 | 23,88 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 905 | −6,59 | 3 253 | 14,22 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 5 942 | −0,67 | 3 942 | 21,49 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 906 | −0,23 | 17 183 | 22,01 | ||||
2025-08-14 | 13F | Mariner, LLC | 72 649 | −1,38 | 48 187 | 20,61 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 441 | −98,23 | 293 | −97,84 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 398 | −0,50 | 264 | 21,20 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 360 | 239 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 505 | 335 | ||||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 561 | 0,00 | 368 | 19,09 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 610 | 0,00 | 405 | 22,42 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 550 | 9 000,00 | 3 | |||||
2025-07-09 | 13F | Orser Capital Management, Llc | 5 885 | 3 903 | ||||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 524 | 0,00 | 348 | 22,18 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 1 819 | 0,00 | 1 207 | 22,31 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 486 | 6,41 | 4 965 | 30,14 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 465 | 0,22 | 308 | 22,71 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 678 | 0,00 | 450 | 22,34 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 453 | 0,00 | 300 | 22,45 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 50 | 0,00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 1 150 | −13,47 | 763 | 5,83 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 147 | 1,28 | 3 414 | 23,88 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 335 300 | −33,50 | 222 398 | −18,68 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 671 | −97,19 | 445 | −96,57 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 342 | 227 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 839 978 | 6,54 | 557 140 | 30,29 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 67 000 | −13,32 | 44 440 | 6,00 | |||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 408 | −2,29 | 934 | 19,46 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 66 | 0,00 | 44 | 22,86 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 9 547 | −0,65 | 6 333 | 21,51 | ||||
2025-08-06 | 13F | Bonfire Financial | 1 311 | 29,80 | 870 | 58,87 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 729 | −3,19 | 483 | 18,38 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 478 | −9,05 | 980 | 11,24 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 1 027 | 0,29 | 681 | 22,52 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 463 | −7,64 | 971 | 13,05 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 704 | −9,98 | 1 130 | 10,14 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 45 | −2,17 | 30 | 20,83 | ||||
2025-07-16 | 13F | Morangie Management LLC | 400 | 265 | ||||||
2025-07-22 | 13F | Peoples Bank /oh | 984 | −4,19 | 653 | 17,06 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 550 | 365 | ||||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 1 608 | −0,68 | 1 067 | 21,41 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 939 | −19,40 | 623 | −1,43 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 9 770 | 2,27 | 6 480 | 25,05 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 123 | 0,00 | 82 | 22,73 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 4 061 | −4,74 | 3 | 0,00 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3 460 | 0,20 | 2 295 | 22,54 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 8 313 | 5 514 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 316 | 236,57 | 873 | 311,32 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 1 387 | 0,43 | 920 | 22,70 | ||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 9 682 | −1,21 | 6 382 | 20,06 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 428 | −8,90 | 2 274 | 11,42 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 1 114 | −3,47 | 739 | 17,89 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 5 121 | 4,04 | 3 396 | 27,24 | ||||
2025-08-11 | 13F | Capital Square, LLC | 1 987 | −2,50 | 1 332 | 20,54 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 051 | −4,97 | 2 687 | 16,18 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 7 730 | 6,47 | 5 127 | 13,58 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 42 | 0,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 20 | 13 | ||||||
2025-05-14 | 13F | SRB Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Rinkey Investments | 2 163 | −2,66 | 1 434 | 19,00 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 779 | 1,30 | 511 | 21,38 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 7 203 | −0,06 | 4 875 | 30,07 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Kentucky Trust Co | 50 | 0,00 | 33 | 22,22 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 1 313 | 0,08 | 871 | 22,36 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 605 | −15,74 | 398 | 2,06 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 545 | 0,00 | 361 | 22,37 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 2 350 | 23,49 | 1 558 | 50,97 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 377 | 0,00 | 250 | 8,70 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 2 074 | −18,79 | 1 376 | −0,72 | ||||
2025-08-08 | 13F | Corbyn Investment Management Inc/md | 692 | −2,54 | 459 | 18,96 | ||||
2025-08-12 | 13F | Farmers National Bank | 7 025 | −4,86 | 4 660 | 16,36 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 5 672 | 18,02 | 3 762 | 44,36 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 669 | −15,21 | 444 | 3,75 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 560 | 11,33 | 371 | 36,40 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 60 | −28,57 | 40 | −13,33 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 125 | 15,83 | 2 073 | 41,63 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 117 | 88,36 | 741 | 141,04 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 433 | −31,15 | 4 271 | −15,13 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 12 317 | −41,00 | 8 170 | −27,85 | ||||
2025-08-12 | 13F | Real Talk Capital, LLC | 424 | −21,92 | 282 | −4,42 | ||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 138 | 0,00 | 755 | 22,20 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 77 | 0,00 | 51 | 24,39 | ||||
2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Bamco Inc /ny/ | 0 | −100,00 | 0 | |||||
2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 344 | 0,00 | 228 | 22,58 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 7 875 | −7,00 | 5 223 | 13,74 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 208 | 17,51 | 138 | 42,71 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 77 371 | 0,89 | 51 | 24,39 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 9 | 6 | ||||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 316 | −13,19 | 210 | 6,09 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2 025 | 0,00 | 1 343 | 22,31 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 1 573 | 0,96 | 1 043 | 23,58 | ||||
2025-06-30 | NP | NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF | 4 388 | 13,39 | 2 661 | 14,85 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 553 | 0,00 | 1 030 | 26,54 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 947 | 3,27 | 3 | 0,00 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 558 | 0,00 | 1 033 | 22,25 | ||||
2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 34 392 | 0,43 | 22 812 | 22,83 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 34 381 | −0,76 | 22 804 | 21,36 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 75 | 50 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 18 580 | −57,29 | 12 349 | −53,46 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 16 453 | 388,51 | 11 | 900,00 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 2 078 | 1 378 | ||||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 393 | 0,00 | 261 | 22,07 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 528 | 350 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 7 959 | 30,03 | 5 279 | 59,02 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 6 713 | 378,13 | 4 453 | 485,02 | ||||
2025-08-06 | 13F | Simmons Bank | 5 792 | −2,79 | 3 842 | 18,88 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 822 | 0,00 | 545 | 22,47 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 424 | 0,00 | 281 | 22,71 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1 172 | 0,09 | 640 | −12,23 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 664 | 0,76 | 441 | 23,25 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 431 | 7,59 | 949 | 31,62 | ||||
2025-05-05 | 13F | AMG National Trust Bank | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 427 | 0,47 | 293 | 26,96 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 536 | 0,19 | 355 | 22,41 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 2 674 | 0,00 | 1 774 | 22,28 | ||||
2025-04-28 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 5 220 | −47,22 | 3 124 | −49,24 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 1 770 | 0,00 | 1 174 | 22,31 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 629 | 14,36 | 417 | 39,93 | ||||
2025-08-14 | 13F/A | Barclays Plc | 57 834 | 433,18 | 38 | 660,00 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 21 765 | 14 436 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 000 | −1,09 | 675 | 28,38 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 1 225 | −22,22 | 813 | −4,92 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 4 162 | 4,23 | 2 761 | 27,48 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 5 649 | 2,88 | 3 747 | 25,79 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 1 201 | 0,00 | 788 | 21,04 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 447 | 311 | ||||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 966 | 0,00 | 641 | 22,37 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 318 | 211 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 90 731 | −23,24 | 60 013 | −6,39 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 392 | −7,11 | 260 | 13,60 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 537 | 25,17 | 356 | 53,45 | ||||
2025-08-15 | 13F | Orcam Financial Group | 735 | 6,99 | 488 | 30,91 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 16 703 | 2,69 | 11 079 | 22,38 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 091 | −0,37 | 724 | 21,92 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 823 | −20,41 | 546 | −2,68 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 061 | −2,12 | 704 | 19,56 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 557 | 369 | ||||||
2025-07-17 | 13F | Enclave Advisors LLC | 37 560 | −6,20 | 24 912 | 14,71 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 52 | 28 | ||||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 15 412 | −0,79 | 10 223 | 21,31 | ||||
2025-08-14 | 13F | Bank of Marin | 864 | 573 | ||||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 1 837 | 0,00 | 1 218 | 22,29 | ||||
2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 864 | 115,46 | 1 | |||||
2025-08-04 | 13F | Field & Main Bank | 13 | −48,00 | 9 | −38,46 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 206 | 2,30 | 3 453 | 25,07 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 600 | 0,00 | 398 | 22,15 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 6 973 | 0,03 | 4 625 | 22,33 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 2 079 | −0,62 | 1 379 | 21,52 | ||||
2025-07-02 | 13F | Neville Rodie & Shaw Inc | 12 283 | 1,24 | 8 | 33,33 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 900 | 0,00 | 597 | 22,13 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 485 | −6,91 | 322 | 13,83 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 358 | 24,56 | 1 564 | 52,34 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 9 324 | 35,60 | 6 184 | 65,84 | ||||
2025-08-18 | NP | JAMEX - Jamestown Equity Fund | 3 500 | 0,00 | 2 321 | 22,29 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 5 993 | −8,22 | 3 975 | 12,26 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 20 | 1 900,00 | 13 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 756 | −1,26 | 2 492 | 20,75 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 66 447 | 2,00 | 44 073 | 24,74 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 768 | 0,79 | 509 | 31,87 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 129 | −24,56 | 85 | −7,61 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 4 313 | 3,16 | 2 861 | 26,16 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5 375 | 0,49 | 3 565 | 22,90 | ||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 5 600 | −8,20 | 3 714 | 12,27 | ||||
2025-07-29 | 13F | Private Trust Co Na | 757 | −40,81 | 502 | −27,56 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 4 565 | 3,99 | 3 028 | 27,13 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 712 | 473 | ||||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 622 | −1,58 | 412 | 20,47 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 643 | 0,00 | 426 | 22,41 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 2 198 | 0,00 | 1 458 | 22,23 | ||||
2025-08-14 | 13F | Destination Wealth Management | 682 | −7,96 | 453 | 12,44 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9 702 | 5,32 | 6 435 | 28,78 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 68 | 45 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10 | 0,00 | 6 | 20,00 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 186 | 14,11 | 124 | 39,77 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 8 668 | −4,85 | 5 749 | 16,38 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 801 | 5,35 | 2 521 | 28,89 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 8 950 | −0,87 | 6 204 | 26,69 | ||||
2025-07-30 | 13F | CMG Global Holdings, LLC | 4 275 | 2 967 | ||||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 7 298 | −2,17 | 4 840 | 19,65 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 631 | −23,14 | 419 | −6,07 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 1 511 | 11,43 | 1 002 | 18,86 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 1 267 | −9,31 | 840 | 10,96 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 7 408 | 1 010,64 | 4 914 | 1 086,71 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 3 188 | 217,21 | 2 115 | 287,89 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 604 | 0,00 | 401 | 22,32 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 850 | 5,59 | 564 | 29,13 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 271 | −0,41 | 4 159 | 21,79 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 1 509 | 903 | ||||||
2025-08-14 | 13F | First Manhattan Co | 724 | −14,62 | 480 | 4,58 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 6 665 | −37,16 | 4 421 | −23,17 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 312 | 0 | ||||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 644 | −0,12 | 1 090 | 22,20 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 523 | −4,45 | 2 337 | 16,63 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 7 340 | 14,51 | 5 | 33,33 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 9 601 | 841,27 | 6 363 | 1 052,72 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 96 | −99,52 | 64 | −99,41 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 1 280 | −21,76 | 849 | −4,40 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 925 | −2,51 | 4 594 | 19,24 | ||||
2025-08-14 | 13F | Fmr Llc | 68 576 | −3,05 | 45 485 | 18,56 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 22 848 | 6,12 | 15 155 | 29,77 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 287 | 0,00 | 854 | 22,38 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 15 875 | −6,26 | 10 530 | 14,63 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 2 755 | 0,00 | 1 827 | 22,29 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Aspect Partners, LLC | 1 303 | 864 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 119 637 | −0,48 | 79 353 | 21,70 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 443 | −3,49 | 240 | −15,79 | ||||
2025-07-09 | 13F | Searcy Financial Services Inc /adv | 404 | 0,00 | 268 | 22,37 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 772 | 0,00 | 512 | 22,49 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 43 030 | 2,90 | 28 576 | 25,83 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 318 | 211 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 411 061 | 1,35 | 272 663 | 23,94 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 994 | 0,00 | 659 | 22,26 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 9 318 | −7,08 | 6 180 | 13,64 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 1 842 | 1,38 | 1 222 | 23,96 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 435 | 0,00 | 289 | 22,55 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 1 371 | −11,09 | 909 | 8,73 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 657 | 7,48 | 1 762 | 31,30 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 34 867 | −0,87 | 23 126 | 21,23 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 466 | −95,26 | 2 299 | −94,21 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 47 | −84,23 | 31 | −80,75 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 646 | 0,00 | 428 | 22,29 | ||||
2025-08-12 | 13F | American Asset Management Inc. | 600 | 0,00 | 398 | 22,15 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RVW Wealth, LLC | 570 | 1,24 | 378 | 23,93 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 1 869 | 24,10 | 1 240 | 51,84 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 0 | −100,00 | 0 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 360 | 248 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 656 | −8,66 | 1 098 | 11,70 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 733 | −2,01 | 486 | 19,12 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33 514 | 2,01 | 22 227 | 24,73 | ||||
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 1 700 | 0,00 | 1 128 | 22,23 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 862 | −13,45 | 1 | |||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 16 674 | 4,34 | 11 060 | 27,60 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 688 | 465 | ||||||
2025-08-07 | 13F | W Advisors, Llc | 3 294 | −7,11 | 2 185 | 13,57 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 22 746 | 15 087 | ||||||
2025-08-13 | 13F | West Chester Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 722 | 0,00 | 479 | 22,25 | ||||
2025-08-14 | 13F | LM Advisors LLC | 2 587 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 548 | 12,20 | 1 690 | 37,21 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 853 | 0,00 | 566 | 22,29 | ||||
2025-07-29 | 13F | Creekside Partners | 530 | 2,71 | 351 | 25,36 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 4 194 | 0,00 | 2 782 | 22,30 | ||||
2025-08-26 | 13F | Claris Financial LLC | 346 | −7,98 | 230 | −1,72 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 179 759 | −0,41 | 119 231 | 21,79 | ||||
2025-04-29 | 13F | Hm Payson & Co | 2 278 | 0,00 | 1 236 | −12,78 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 937 | 22,16 | 621 | 49,28 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 3 262 | 103,75 | 2 141 | 146,66 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 1 348 | −15,96 | 894 | 2,76 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 7 242 | 0,36 | 4 803 | 22,74 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 552 | −4,99 | 366 | 16,19 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 707 | −0,98 | 469 | 20,93 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 590 | 1,72 | 391 | 24,52 | ||||
2025-08-05 | 13F | Everest Management Corp. | 385 | 0,00 | 255 | 22,60 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 1 241 | 0,00 | 823 | 22,29 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 330 | 32,13 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 1 231 | 0,00 | 816 | 22,34 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 6 463 | 1,27 | 4 287 | 23,84 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 522 | 346 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 50 866 | 5,44 | 33 738 | 28,94 | ||||
2025-08-28 | NP | SPGSX - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares | 1 172 | −18,04 | 777 | 0,26 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 1 371 | 0,07 | 909 | 22,34 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 399 | 0,00 | 265 | 22,22 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 640 | 1,22 | 3 741 | 23,79 | ||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 1 513 | −31,41 | 1 004 | −16,14 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 724 | −2,43 | 480 | 19,40 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 243 | −2,82 | 1 488 | 18,86 | ||||
2025-08-25 | NP | NAVFX - The Sector Rotation Fund No Load Shares | 12 000 | 0,00 | 7 959 | 22,30 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 19 912 | −2,10 | 13 207 | 19,72 | ||||
2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 6 175 | −3,12 | 4 096 | 18,49 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 4 391 | −2,12 | 2 912 | 19,69 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 786 | 2,48 | 521 | 25,24 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 2 350 | −1,84 | 1 559 | 20,03 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 405 | 2,78 | 932 | 25,78 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 24 957 | −19,65 | 16 553 | −1,74 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 9 650 | 3,55 | 6 400 | 26,63 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 149 | 0,00 | 99 | 22,50 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7 546 | 40,86 | 5 005 | 72,29 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 339 | −4,45 | 1 551 | 16,88 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 88 381 | 5,95 | 58 622 | 29,56 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 323 | 214 | ||||||
2025-07-18 | 13F | Rogco, Lp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moment Partners, LLC | 1 703 | −0,06 | 1 130 | 22,19 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 2 790 | 40,55 | 1 513 | 22,61 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 360 | 0,00 | 239 | 22,05 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13 127 | 24,66 | 8 731 | 52,83 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 573 | 0,17 | 394 | 31,33 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 250 | 0,00 | 166 | 22,22 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 621 | −5,77 | 412 | 15,41 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 784 | 46,00 | 1 | |||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 724 | 0,00 | 480 | 22,45 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 515 | 0,00 | 342 | 22,22 | ||||
2025-07-31 | 13F | United Community Bank | 685 | 13,22 | 454 | 38,41 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 59 | 0,00 | 39 | 21,88 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 800 | 0,00 | 531 | 22,40 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 8 256 | −1,81 | 5 476 | 20,09 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 6 | 0,00 | 4 | 33,33 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 760 | 0,00 | 504 | 22,33 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 485 | 0,00 | 322 | 22,05 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 6 141 | 103,75 | 4 073 | 149,27 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 2 070 | 6,05 | 1 373 | 29,77 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 22 | 83,33 | 15 | 133,33 | ||||
2025-07-22 | 13F | Chemung Canal Trust Co | 954 | 0,00 | 633 | 22,24 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 544 | 0,00 | 361 | 22,03 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 6 062 | 20,11 | 4 021 | 46,88 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 2 068 | −2,13 | 1 372 | 19,63 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 2 408 | 1,43 | 1 597 | 24,01 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 925 | −6,28 | 614 | 14,58 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 483 | 1,68 | 320 | 24,51 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 510 | 338 | ||||||
2025-08-06 | 13F | 360 Financial, Inc. | 622 | −0,16 | 413 | 22,26 | ||||
2025-04-28 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 2 836 | −49,00 | 1 697 | −50,95 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 306 | 212 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 12 754 | −1,96 | 8 460 | 19,90 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 308 | 204 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 34 | −58,02 | 23 | −48,84 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 1 137 | −55,84 | 754 | −45,99 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 633 | 0,00 | 420 | 22,16 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 927 | 86,90 | 615 | 129,10 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 378 614 | 0,09 | 251 078 | 22,38 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 22 215 | −5,12 | 14 735 | 16,02 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 545 | 0,18 | 361 | 22,37 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 792 | −0,38 | 525 | 21,81 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 508 | −1,36 | 333 | 13,27 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 6 103 | −1,31 | 4 048 | 20,69 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 3 936 | 0,00 | 2 611 | 22,31 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 2 028 | −0,44 | 1 345 | 21,72 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 49 155 | −4,36 | 32 604 | 16,96 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Sapient Capital Llc | 729 | 0,00 | 484 | 22,28 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 5 400 | 8,22 | 3 582 | 32,34 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 4 595 | −78,84 | 3 | −72,73 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 229 419 | 2,63 | 152 | 25,62 | ||||
2025-08-12 | 13F | Barings Llc | 15 411 | −16,58 | 10 222 | 2,02 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 726 703 | 3,43 | 482 007 | 26,48 | ||||
2025-08-12 | 13F | Atlantic Family Wealth, Llc | 6 582 | −3,16 | 4 366 | 18,45 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 309 | 205 | ||||||
2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 2 905 | 0,00 | 1 927 | 22,29 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 345 | 229 | ||||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 314 | −1,26 | 170 | −13,71 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 303 | 201 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 24 183 | −19,74 | 16 040 | −1,85 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 324 | 215 | ||||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 30 | 0,00 | 20 | 18,75 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 310 | 206 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 8 | 0,00 | 5 | 25,00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 10 825 | 63,08 | 7 180 | 99,44 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 399 | 0,76 | 265 | 22,79 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 2 179 | −0,37 | 1 445 | 21,84 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 970 | −15,80 | 644 | 3,04 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 820 | 0,00 | 544 | 22,52 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 25 822 | 23,37 | 17 127 | 50,87 | ||||
2025-08-11 | 13F | Theory Financial Llc | 4 755 | 22,90 | 3 283 | 56,48 | ||||
2025-08-14 | 13F | Syon Capital Llc | 9 768 | −5,77 | 6 479 | 15,23 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 17 808 | −0,62 | 11 584 | 18,71 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 402 | 0,00 | 267 | 22,02 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 838 | −1,41 | 556 | 20,39 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 5 666 | −4,68 | 3 073 | −16,86 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 13 143 | −1,93 | 8 859 | 21,88 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 936 | −2,19 | 621 | 19,69 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 7 805 | 6,73 | 5 177 | 30,53 | ||||
2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Security Financial Services, INC. | 11 010 | 0,00 | 7 303 | 22,29 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 4 483 | −0,75 | 2 974 | 21,35 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 665 | −1,77 | 441 | 20,16 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 3 011 | 1 997 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 17 454 | −7,77 | 12 051 | 17,42 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 54 | 36 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 848 | 7,07 | 563 | 31,00 | ||||
2025-07-31 | 13F | CNB Bank | 109 | 0,00 | 72 | 22,03 | ||||
2025-05-19 | 13F/A | Trinity Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 410 | −10,99 | 2 | 0,00 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 15 107 | 2,82 | 8 194 | −10,32 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3 478 | 6,30 | 2 307 | 29,99 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 744 | 48,50 | 510 | 88,19 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 72 | 5,88 | 48 | 30,56 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 1 555 | 0,00 | 1 031 | 22,30 | ||||
2025-08-08 | 13F | Avalon Trust Co | 213 | 0,00 | 141 | 22,61 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 38 | 0,00 | 25 | 25,00 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 337 | 224 | ||||||
2025-07-30 | 13F | apricus wealth, LLC | 700 | 0,00 | 464 | 22,43 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 821 | −0,35 | 4 525 | 21,88 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31 891 | −21,54 | 21 206 | −3,81 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 12 324 | 2,75 | 8 174 | 25,66 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 389 | −18,62 | 258 | −0,39 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 354 | 235 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 13 028 | 2,22 | 8 641 | 25,01 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 3 444 | 406,47 | 2 284 | 520,65 | ||||
2025-08-13 | 13F | Financial Avengers, Inc. | 14 | 0,00 | 9 | 28,57 | ||||
2025-09-03 | 13F | American Trust | 2 624 | 1 741 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 531 | 3,11 | 353 | 26,16 | ||||
2025-07-21 | 13F | Family CFO Inc | 266 | 176 | ||||||
2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 11 688 | 0,25 | 8 099 | 23,22 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 11 671 | 8,03 | 7 741 | 32,10 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 616 | 17,70 | 1 072 | 43,95 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 442 | 4,25 | 293 | 26,96 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 305 | 202 | ||||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 154 | −13,97 | 102 | 5,15 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 127 | 0,00 | 84 | 23,53 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 18 342 | −54,11 | 12 | −42,86 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 198 | 0,00 | 131 | 22,43 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 8 385 | −27,06 | 5 561 | −10,80 | ||||
2025-04-11 | 13F | Davis Capital Management | 345 | 0,00 | 187 | −12,62 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 25 504 | 20,13 | 16 916 | 46,92 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 656 | 10,44 | 435 | 35,51 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 3 363 | 0,00 | 2 208 | 20,87 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1 146 | −0,17 | 760 | 21,99 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 20 221 | 13 412 | ||||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 804 | 0,00 | 533 | 22,25 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 1 653 | −1,20 | 1 096 | 20,84 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 4 134 | 12,89 | 3 | 100,00 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 80 | 0,00 | 53 | 23,26 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 557 | −7,80 | 3 686 | 12,76 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 396 | 0,00 | 263 | 22,43 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 18 | 0,00 | 12 | 22,22 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 697 | 0,00 | 462 | 22,22 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 94 | −5,05 | 62 | 16,98 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 37 000 | 0,00 | 24 541 | 22,29 | |||
2025-08-14 | 13F | UBS Group AG | 1 796 699 | −0,14 | 1 191 715 | 22,12 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 519 | 4,99 | 7 641 | 28,38 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 10 507 | −0,38 | 6 969 | 21,84 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 150 | 120,59 | 100 | 175,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 23 269 | −6,03 | 16 025 | 18,41 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 445 | 14,69 | 295 | 40,48 | ||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 499 | 0,00 | 331 | 22,22 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 903 | 11,48 | 599 | 36,22 | ||||
2025-07-15 | 13F | PICTET BANK & TRUST Ltd | 710 | 0,00 | 471 | 22,08 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 2 632 | −7,75 | 1 745 | 12,80 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 576 | 382 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 639 | 51,67 | 1 751 | 85,58 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 1 013 | 101,39 | 672 | 146,69 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 1 061 | −15,73 | 704 | 3,08 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 751 | −3,84 | 498 | 17,73 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 5 023 | −1,45 | 3 332 | 20,51 | ||||
2025-08-14 | 13F | Headinvest, Llc | 936 | −3,11 | 621 | 18,55 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 11 136 | 2,66 | 7 386 | 25,55 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 21 | 0,00 | 14 | 18,18 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 741 | −6,08 | 491 | 14,99 | ||||
2025-08-01 | 13F | Motco | 299 | 0,00 | 206 | 27,16 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 65 | 62,50 | 43 | 104,76 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 068 | −12,60 | 708 | 6,95 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 3 413 | −8,52 | 2 264 | 11,86 | ||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sound Stewardship, LLC | 8 676 | 6,62 | 5 755 | 30,39 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 8 546 | 371,89 | 5 668 | 477,19 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 5 508 | 119,79 | 4 | 200,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 887 | −6,24 | 588 | 14,62 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 1 990 | 35,56 | 1 320 | 65,70 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 761 | 0,13 | 505 | 22,33 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 140 | 0,00 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 11 236 | 15,18 | 7 453 | 40,87 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 1 051 | 697 | ||||||
2025-08-07 | 13F | Fountainhead AM, LLC | 3 314 | 10,06 | 2 198 | 34,60 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 17 389 | 27,60 | 11 534 | 56,05 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 437 | 0,00 | 290 | 21,94 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 39 632 | −1,47 | 26 287 | 20,48 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 775 | 53,47 | 514 | 88,28 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 4 246 | 0,00 | 3 | 0,00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 4 595 | −3,69 | 3 048 | 17,78 | ||||
2025-08-07 | 13F | Commerce Bank | 8 456 | −1,71 | 5 609 | 20,19 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 469 | −3,70 | 311 | 17,80 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 109 872 | −0,53 | 72 876 | 21,64 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 404 | 0,00 | 268 | 21,92 | ||||
2025-08-08 | 13F | Richmond Brothers, Inc. | 10 851 | 65,44 | 7 197 | 102,33 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 5 479 | 25,23 | 3 634 | 53,20 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 60 200 | −5,37 | 39 929 | 15,72 | ||||
2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 13 882 | 7 627 | ||||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 138 | 0,19 | 2 081 | 22,56 | ||||
2025-05-05 | 13F | Miller Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | LOM Asset Management Ltd | 3 686 | 2 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 15 050 | −0,84 | 9 981 | 21,25 | ||||
2025-07-18 | 13F | NRI Wealth Management LC | 23 735 | 3,68 | 15 743 | 26,79 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 43 129 | 5 052,81 | 28 607 | 6 214,79 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 497 | −1,19 | 330 | 20,96 |